Barbara Ricker's Biography

BIOGRAPHY OF BARBARA RICKER

Business Address:
The Ben
834 Chestnut Street, Suite 315
Philadelphia, PA 19107

Investment Services Assistant
Employed in securities since 1987. Barbara is a seasoned employee with over 37 years in the business world. She has four grown children and four grandchildren. She resides in the Fairmount part of the city, near the park and Art Museum.

Trading:

Input trades on line for Buys, Sells and Exchanges in a precise and timely manner,

Customer Service:

Open new Mutual Fund, Brokerage and Advisory Accounts.

Process deposits into existing accounts.

Request withdrawal of cash from client's account.

Setup IRA periodic distributions.

Process one-time IRA distributions.

Setup periodic contributions.

Input data to run strategy and diagnostics reports.

Track transfers into new accounts.

Apply check-writing to an existing account.

Let Professional Planning Associates help you protect
your assets and grow your business.

To schedule an appointment, or for more information,
call us today at 215.875.8666

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	Securities & Financial Planning offered through LPL Financial, Member FINRA/SIPC The LPL representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, DE, FL, MA, MD, NC, NJ, NY, PA The Offices at the Ben ● 834 Chestnut Street ● Suite 315 ● Philadelphia, PA 19107 ● 215.875.8666 ● 215.875.8745 FAX Professional Planning Associates, Inc©2006 · All Rights Reserved This site designed, hosted and maintained by Computer Imaging & Applications • Contact Webmaster