We found the following information about Barbara M Turner at Citizens Investment Services, where this professional has worked as a Vp, Supervisory Officer since 2019. Barbara's total work experience is over 40 years, during which time this person had at least nine jobs at different places to develop skills. Barbara studied at the Mcnair High, Triton Community College from 1954 to 1966. Barbara received the following certifications: Financial Industry Regulatory Authority (Finra), Finra Series 7, and Finra Series 24. Barbara currently is located in Oakview, Pennsylvania. You can contact with Barbara by looking for phone number or email address or find further information by requesting access to this person's further details from SoftwareOfficial.
Name variants:
Bab Turner,
Babs Turner,
Babbie Turner,
Barbie Turner,
Babette Turner,
Barb Turner
Last updated Jul 03, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ba**@axa.com, ba**@yahoo.com, ba**@homeinstead.com
Location
Oakview, PA
Company
Workplace
Colleagues
Work History
Supervisor - Quality Control and Account Resolution
601 Office Center Dr SUITE 300, Fort Washington, PA 19034
Feb 2013 — Oct 2014
Senior Private Client Assistant
Philadelphia, PA
Supported all requirements for Registered Representatives including FINRA and state registration and maintenance. Ensured Representatives were aware of continuing education requirements, tra...
Sep 2008 — Jan 2013
Private Client Assistant
New York, NY
Served as primary contact for new and established clients as well as internal departments. Resolved client inquiries in a timely and efficient manner. Responsible for ensuring accuracy of al...
Dec 2007 — Jun 2008
Team Lead - Advisor Services
725 south Adams Rd SUITE 203, Birmingham, MI 48009
Feb 2002 — Nov 2007
Processing Associate
100 Vanguard Blvd, Valley Forge, PA
Processed shareholder requests for incoming and outgoing transfers, exchanges, redemptions and distribution on various systems and business applications. Reviewed paperwork to ensure disburs...
Jun 1999 — Apr 2001
Education
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Senior Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Series 7
Wealth Management
Mutual Funds
Asset Allocation
Retirement Planning
Securities
Series 63
Asset Management
Equities
Financial Planning
Financial Services
Investment Advisory
Investments
Retirement
Management
Caregiving
Elder Care
FAQs about Barbara M Turner
What is the main profession of Barbara M Turner?
Barbara is a Vp, Supervisory Officer.
What are the main profession of Barbara M Turner?
These person's professions are Executive and Vice President
Where does Barbara M Turner live?
The expert currently lives in Oakview, Pennsylvania.
Does Barbara M Turner have the email address?
ba**@axa.com and ba**@yahoo.com is The professional's email address.
How many companies did Barbara M Turner work at?
Barbara M Turner worked at nine jobs.
What education does Barbara M Turner have?
Barbara studied at the Mcnair High, Triton Community College from 1954 to 1966.
What are the certifications of Barbara M Turner?
The expert received the following certifications: Financial Industry Regulatory Authority (Finra), Finra Series 7, Finra Series 24, and Finra Series 66.
What is professional industry that Barbara M Turner worked in?
Barbara works in Individual & Family Services industry.