Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Kimball is an investment advisor representative at U.S. Bancorp Investments, Inc., located in Salt Lake City, Utah. Barbara has been in the financial services industry since 1995 and has over 20 years of experience. She is a registered investment advisor and holds several professional licenses, including Series 7, 6, 63, and 66. Barbara's specializations include retirement planning, college savings, and estate planning. In addition to her work with U.S. Bancorp Investments, Inc., Barbara is also a crafter and runs a small boutique business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
UT
05/05/2010 - Present
U.s. Bancorp Investments, Inc. (Salt Lake City UT)
UT
10/01/2008 - 10/26/2009
J.P. MORGAN SECURITIES INC. (SALT LAKE CITY UT)
UT
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SALT LAKE CITY UT)
UT
11/21/2005 - 07/01/2006
BANC ONE SECURITIES CORPORATION (SALT LAKE CITY UT)
IL
07/06/2005 - 11/08/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/03/1996 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
12/15/1995 - 04/03/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/15/1995 - 04/03/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Barbara Kimball is the right advisor for you? Invested Better is here to help.
