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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harriett? Claim Your ProfileHarriett Elizabeth Barnes is a financial advisor with Commonwealth Financial Network. Harriett has been in the financial services industry since 1999. Her current firm is Commonwealth Financial Network, and she is registered as an investment advisor representative in Massachusetts. Harriett is licensed to offer investment products in several states including, Massachusetts, California, Florida, Georgia, and Illinois. Harriett specializes in financial planning, portfolio management, and educational seminars. Her areas of expertise include Retirement Planning, College Savings, Estate Planning, and Insurance. Harriett works with a variety of clients including, individuals, families, businesses, and trusts.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
10/11/2005 - Present
Commonwealth Financial Network (AMHERST MA)
MA
10/20/2004 - 10/04/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
05/14/1999 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IA
Issued 08/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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