Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Kubesh is a financial advisor with over 35 years of experience in the industry. Barbara currently works with Cambridge Investment Research Advisors, Inc. Barbara has a long history of working with clients, helping them to reach their financial goals. Barbara is also a licensed insurance agent for various independent insurance companies and owns a family corporation.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WA
03/25/2024 - Present
Cambridge Investment Research Advisors, Inc. (Freeland WA)
WA
06/23/2021 - 03/26/2024
THE O.N. EQUITY SALES COMPANY (Freeland WA)
WA
07/09/2010 - 07/07/2021
PRINCIPAL SECURITIES, INC. (FREELAND WA)
WA
02/04/2004 - 07/13/2010
ING FINANCIAL PARTNERS, INC. (SEATLE WA)
FL
01/05/1998 - 02/03/2004
FSIC (BOCA RATON FL)
CA
09/20/1996 - 12/31/1997
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
FL
03/05/1996 - 08/16/1996
FINANCIAL SERVICES INTERNATIONAL CORP. (BOCA RATON FL)
NA
09/21/1995 - 03/21/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
10/05/1992 - 11/17/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
07/12/1991 - 08/28/1992
MURPHEY FAVRE, INC. (IRVINE CA)
MA
05/18/1990 - 02/06/1991
JMC FINANCIAL CORPORATION (BOSTON MA)
NA
03/11/1987 - 08/01/1988
PRUCO SECURITIES CORPORATION
NA
01/06/1986 - 02/13/1987
MONARCH SECURITIES, INC.
IA
Issued 09/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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