Unclaimed
Barbara Kirk is an Investment Advisor Representative associated with Osaic Wealth, Inc. and has been in the industry since 1981. Barbara Kirk is also a registered representative and has the Series 6, 7, 15, 24, 63 and 65 licenses. Barbara Kirk is currently registered in North Carolina and Virginia. Barbara Kirk has previously been registered with Securities America, Inc. and other firms.
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.
A percentage of the total value of assets under management is charged.
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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (MIDLOTHIAN VA)
VA
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (MIDLOTHIAN VA)
VA
08/15/2000 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (MARTINSVILLE VA)
GA
05/08/1996 - 08/14/2000
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
OH
07/28/1995 - 05/09/1996
MFI INVESTMENTS CORP. (BRYAN OH)
SC
09/24/1990 - 08/04/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
08/26/1982 - 10/01/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
04/20/1981 - 08/18/1982
E. F. HUTTON & COMPANY INC
IA
Issued 02/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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