Financial Advisor@ Wells Fargo Advisors
New York City Metropolitan Area
Barbara Mihalik
GET FULL PROFILE 
Real-Time AI Research
FlashIntel GPT
Tell me more about Barbara Mihalik?
FlashIntel GPTBarbara Mihalik is a highly experienced financial advisor with 38.6 years of work experience. She specializes in mutual funds, retirement planning, equity trading, and stock picking. Based in the United States, Barbara provides wealth management services to women in transition, focusing on specific transition needs. She is dedicated to assisting individuals with their financial goals and ensuring their specific transition needs are met. Barbara has worked at Wells Fargo Advisors and UBS, gaining valuable experience in the financial services industry.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Women in Transition is a special part of Barbara’s practice; IE: women who are divorced, widowed, retired and/or relocated. She can provide women with wealth management services that encompass all aspects of an investment plan, keeping in mind the specific transition needs and working with them to help reach their specific goals.This information is intended for use by residents of CA, CT, FL, GA, ME, NC, ND, NH, NJ, NY, OH, PA, RI, SC, SD, TX, UT, VA, and WY only.CA Insurance License # 0K10630Resident New York/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
...See MoreWork Experience
Financial Advisor
Financial Services
Barbara Mihalik's Professional Milestones
- Vice President | Financial Advisor (1994-10-01~2004-07-01): Providing exceptional financial advisors with strategic insights and expertise to drive business growth and maximize client satisfaction.
- Financial Advisor (1985-05-01~1994-10-01): Providing personalized financial advice to clients, enhancing their business performance and minimizing risk.
Skill
Mutual Funds
Retirement Planning
Equity Trading
Stock Picking
Certification
Colleagues
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Jeff Younger
Vice President - Compliance
Ross Wolff
Product Owner
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Nathaniel Diorio
Agile Product Owner | Experience Portfolio Management Platform
Other Named Barbara Mihalik
Frequently asked questions
We found 1 Barbara Mihalik's email addresses
We found 4 Barbara Mihalik's phone numbers
Barbara Mihalik's social media include: Linkedin,
Barbara Mihalik works for Wells Fargo Advisors
Barbara Mihalik's role in Wells Fargo Advisors is Financial Advisor
Barbara Mihalik works in the industry of Financial Services
Barbara Mihalik's colleagues are Zachary B.,Jeff Younger,Ross Wolff
Barbara Mihalik's latest job experience is Financial Advisor at Wells Fargo Advisors
