Barbara Bloom Vargas

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Plantation, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Boca Raton, FL

Other Businesses

Business Ownership; Smartbite Vending Services, LLC; Co-owner; Retail; 8108 Viadana Bay Avenue, , Boynton Beach, FL, 33473; Not Investment-Related; 09/16/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-05

Other Names

• Barbara Bloom
• Barbara Ruth Bloom
• Barbara Ruth Vargas
• Barbara Ruth Vargas