Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Jean Kershner is a financial advisor with Northwestern Mutual Investment Services, LLC. Barbara has been working in the financial services industry since 1998. Barbara is licensed to provide investment advice and brokerage services in the state of Wisconsin. Barbara holds the Series 7, Series 9, Series 10, Series 24 and SIE licenses. Barbara has worked with Northwestern Mutual Investment Services, LLC since 2002, and previously held positions at Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, L.L.C., M&I Brokerage Services, Inc., and Norwest Investment Services, Inc.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
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2
WI
08/31/2017 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
04/26/2002 - 02/16/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
CA
12/13/2000 - 02/08/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/13/2000 - 03/13/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
06/19/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
WI
02/17/1999 - 07/12/2000
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
MN
03/05/1998 - 11/23/1998
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 06/18/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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