Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Barbieri has been in the financial services industry since 1992. Paul is currently registered with LPL Enterprise, LLC, a firm he joined in November 2024. Paul has previously held registrations with BB&T Investment Services, Inc., Allstate Financial Services, LLC, MML Investors Services, LLC, Park Avenue Securities LLC, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Paul offers a range of financial services, including financial planning, portfolio management for individuals and businesses, educational seminars, and consulting. Paul is a Registered Representative of LPL Financial and an investment advisor representative for LPL Financial.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
VA
11/14/2024 - Present
LPL Enterprise, LLC (VIENNA VA)
VA
05/03/2016 - 05/19/2017
BB&T INVESTMENT SERVICES, INC. (ARLINGTON VA)
VA
02/09/2012 - 05/11/2016
ALLSTATE FINANCIAL SERVICES, LLC (LEESBURG VA)
VA
10/04/2010 - 02/03/2012
MML INVESTORS SERVICES, LLC (FAIRFAX VA)
VA
05/20/2010 - 09/01/2010
PARK AVENUE SECURITIES LLC (RESTON VA)
VA
01/07/1992 - 03/01/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFAX VA)
WI
04/21/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 08/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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