Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanne? Claim Your ProfileSusanne Barbaro is a financial advisor at LPL Financial LLC in POUGHKEEPSIE, NY. Susanne has been working in the financial services industry since 2000. Prior to joining LPL Financial LLC, Susanne worked at Citigroup Global Markets Inc. and Salomon Smith Barney Inc. Susanne is licensed to sell securities in the state of New York and holds the Series 7, Series 63 and SIE licenses. Susanne specializes in providing financial planning and investment advice to individuals, families, and businesses. Susanne is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
08/05/2004 - Present
LPL Financial LLC (POUGHKEEPSIE NY)
NY
06/24/2002 - 07/27/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/07/2000 - 08/22/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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