Unclaimed
Jean M. Barberio is a financial advisor at Empower Advisory Group, LLC in Greenwood Village, Colorado. Jean has been in the financial services industry since 2004. Jean is registered to provide investment advice in 52 states and the District of Columbia. Jean has been working with clients to help them reach their financial goals for over 18 years. Jean is committed to providing her clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
01/24/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
PA
05/17/2021 - 12/15/2021
PARK AVENUE SECURITIES LLC (ALLENTOWN PA)
NE
11/23/2015 - 08/07/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MN
07/08/2005 - 10/12/2009
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
08/09/2004 - 12/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/09/2004 - 12/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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