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BC

Barbara M. Clemons

FAIRPORT, NY
Some features on this profile are disabled
CRD#: 1613203
BC
Barbara Marie Clemons

Professional summary

Barbara Marie Clemons, CFP®, ChFC®, CLU®, who also goes by Barbara M Bittner, Barbara Marie Bittner, Barbara M Fry, Barbara Marie Fry, was a registered financial advisor .

Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Barbara had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Barbara M Bittner | Barbara Marie Bittner | Barbara M Fry | Barbara Marie Fry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 02/18/2011: ESL Investment Services, LLC - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) 2. 1/15/2020 - ESL Trust Services, LLC - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 02/03/2020 - 5 Hours Per Month During Securities Trading.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1992

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

July 31, 2026 - Present

FAIRPORT, NY
Past

August 3, 2021 - July 14, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
ROCHESTER, NY
Past

October 1, 2015 - November 1, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
ROCHESTER, NY
Past

March 7, 2011 - June 27, 2025

ESL INVESTMENT SERVICES, LLC

BD
CRD#: 139176
ROCHESTER, NY
Past

March 2, 2011 - July 14, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
ROCHESTER, NY
Past

October 13, 2010 - February 24, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ROCHESTER, NY
Past

June 7, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

June 7, 2006 - January 13, 2010

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
BOSTON, MA
Past

August 19, 2002 - August 19, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

August 19, 2002 - August 19, 2004

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

September 8, 2000 - December 7, 2000

MANNING & NAPIER INVESTOR SERVICES, INC.

BD
CRD#: 26266
FAIRPORT, NY
Past

June 1, 1998 - June 15, 2000

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

June 21, 1994 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

August 31, 1993 - April 11, 1994

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

April 16, 1990 - February 11, 1992

ENSEMBLE FINANCIAL SERVICES, INC.

BD
CRD#: 17443
PITTSFORD, NY
Past

March 24, 1987 - April 22, 1988

EMPIRE NATIONAL SECURITIES, INCORPORATED

BD
CRD#: 7361
Past

January 19, 1987 - March 30, 1987

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(7/31/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/10/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/22/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/1987
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/16/1987
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/19/1994
General Securities Principal Examination

Current firm

No current employment

Red Flags

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Company Information

No current employment

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Contact information

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