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Barbara Exter

Agency Supervisory Officer at CREATIVE Financial Group
Newtown Square, Pennsylvania
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Barbara Exter

Agency Supervisory Officer at CREATIVE Financial Group
Newtown Square, Pennsylvania
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Barbara Exter is a registered principal with MML Investors Services, LLC. She holds multiple FINRA licenses, including Series 7, 24, 66, and 26. In addition, she has a Delaware Life/Accident/Health license. Barbara is currently licensed to sell securities in Delaware, Maryland, and Pennsylvania, and she has experience offering securities and investment advisory services through MML Investors Services, LLC, a member of the Securities Investor Protection Corporation (SIPC). Barbara is also licensed to sell insurance in Delaware.

Barbara studied Business Administration at the University of Delaware and completed her diploma with honors at Brandywine High School. Her background includes serving as the Agency Supervisory Officer and Financial Advisor at CREATIVE Financial Group, the Branch Office Examiner at H. Beck, Inc., and the Senior Investment Product Specialist and Relationship Manager at Nationwide Financial-1717 Capital Management. In these positions, Barbara's responsibilities included acting as a Financial Services Principal and overseeing the administrative and operations management of the firm.

Barbara's professional expertise and skills include financial planning, investment management, securities sales, and insurance sales. She has experience working with clients throughout Delaware, Maryland, and Pennsylvania to help them achieve their financial goals. Barbara is passionate about helping individuals and families navigate the complexities of the financial world, making informed decisions, and building a secure financial future.

This public profile is provided courtesy of Clay. All information found here is in the public domain.