Barbara C. Steveson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Barbara Claire Steveson, who also goes by Barbara Machalek, was a registered financial professional .
Barbara is a previously registered financial professional and started their career in finance in 1985. Barbara had worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 20, 2015 - March 21, 2018
CREW WEALTH MANAGEMENT
July 7, 2015 - December 31, 2018
LPL FINANCIAL LLC
July 6, 2015 - December 31, 2018
LPL FINANCIAL LLC
July 8, 1997 - July 7, 2015
BLAKESLEE AND BLAKESLEE INC.
June 29, 1993 - July 7, 2015
BLAKESLEE AND BLAKESLEE INC.
June 7, 1993 - July 26, 1993
LPL FINANCIAL LLC
April 6, 1990 - July 9, 1993
SENTRA SECURITIES CORPORATION
October 23, 1985 - April 11, 1990
WADDELL & REED
State Registrations and Notice Filings
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Exams
Current Firm
CREW WEALTH MANAGEMENT
CRD#: 132867 / SEC#:
Contact information
Red Flags
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