Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paige? Claim Your ProfilePaige Lynn Barham is a financial advisor affiliated with First Citizens Investor Services, Inc.. Paige has been in the securities industry since December 1, 2015. Paige is registered with the state of Virginia as an Investment Advisor Representative and as a Broker/Dealer. Paige also holds the Series 6, 7, 63, 65 and SIE licenses. Paige currently works at the Roanoke, VA office of First Citizens Investor Services, Inc. Paige is an experienced financial advisor with a deep understanding of the financial markets and a commitment to providing her clients with personalized investment advice. Paige specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors.
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.
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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VA
11/17/2022 - Present
First Citizens Investor Services, Inc. (Roanoke VA)
IA
Issued 11/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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