Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Kinsey is an active investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2013. She has worked in the financial services industry since 1992. Barbara holds a Series 63 and 65 license, as well as a Series 7 and SIE licenses. She is registered in 53 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands, making her services available to a large number of potential clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
09/23/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
09/23/2016 - 03/19/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Daytona Beach FL)
FL
04/08/2013 - 05/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
WV
02/25/2011 - 01/15/2013
MORGAN STANLEY (CHARLESTON WV)
WV
01/01/2008 - 01/24/2011
WELLS FARGO ADVISORS, LLC (HUNTINGTON WV)
WV
08/22/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHARLESTON WV)
PA
08/12/2005 - 08/29/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
06/14/1999 - 08/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/12/1994 - 06/21/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
05/07/1991 - 09/19/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 09/24/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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