Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jannine? Claim Your ProfileJannine Marisa Barbosa is a financial advisor at Kestra Private Wealth Services, LLC in Middletown, NY. Jannine has been in the industry since 2006 and has experience working with individuals, corporations, and institutions. Jannine holds several licenses and certifications including the Series 66, Series 7, and Series 24. She is also a Registered Representative and Investment Advisor Representative in the state of New York.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
07/10/2021 - Present
Kestra Private Wealth Services, LLC (Middletown NY)
NY
03/18/2015 - 09/19/2019
BRUDERMAN BROTHERS LLC (Suffern NY)
NY
11/14/2006 - 03/18/2015
GARY GOLDBERG & CO., INC. (SUFFERN NY)
BOTH
Issued 12/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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