linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Francis Lawrence Barbieri

Missionsquare Retirement

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Francis? Claim Your Profile

About Francis Lawrence Barbieri

Francis Barbieri is a financial advisor with over 20 years of experience in the industry. Francis is registered with Missionsquare Retirement and has a Series 7, Series 66, and Series 24 license. Francis is also a Certified Financial Planner. Francis has previously worked with UVEST Financial Services Group, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Francis is currently registered in California, District of Columbia, Florida, Pennsylvania, and Virginia.

Firm Information

Francis Barbieri is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Francis Barbieri’s Registration & Firm History

DC

07/25/2016 - Present

Missionsquare Retirement (WASHINGTON DC)

NC

09/17/2003 - 04/13/2004

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

MA

09/09/2002 - 03/28/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/09/2002 - 03/28/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MN

11/20/2001 - 07/19/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/20/2001 - 07/19/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Francis Lawrence Barbieri is right for you?

Licenses & Designations

BOTH

Issued 12/05/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francis Lawrence Barbieri.
Not sure if Francis Lawrence Barbieri is right for you?