Barbara A. Scoles
Professional summary
Barbara Anne Scoles, who also goes by Barbara Anne Beekman, is a registered financial professional currently at WILTON RE DISTRIBUTORS LLC located in Cedar Rapids, Iowa.
Barbara is registered as a RR (Registered Representative) and started their career in finance in 1999. Barbara has worked at 3 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Barbara Anne Scoles's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2024 - Present
WILTON RE DISTRIBUTORS LLC
Office #1: 4840 N. River Blvd Ne Suite 400, Cedar Rapids, IA 52411Office #2: 4840 N. River Blvd Ne Suite 400, Cedar Rapids, IA 52411July 5, 2017 - November 16, 2023
TRANSAMERICA CAPITAL, LLC
November 13, 2007 - December 31, 2015
TRANSAMERICA CAPITAL, LLC
August 20, 1999 - November 28, 2007
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/26/2024)
Exams
FINRA
Current Firm
WILTON RE DISTRIBUTORS LLC
CRD#: 326493 / SEC#: , 8-71151
Contact information
FINRA licenses (1 States and Territories)
Documents
Red Flags
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