Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Whitson Kirby is a financial advisor with over 40 years of experience in the financial services industry. Barbara is a registered representative and investment advisor representative with Focus Financial. Barbara has a strong background in financial planning and portfolio management. Barbara holds a Series 6, Series 7 and Series 63 licenses and is also a Certified Financial Planner and a Chartered Financial Consultant. Previously Barbara was a registered representative with Waddell & Reed, Inc. and Fortis Investors, Inc. Barbara has experience working with individuals, families, businesses and trusts. Barbara is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
12/16/2013 - Present
Focus Financial (MINNEAPOLIS MN)
MN
03/02/1999 - 11/30/2006
WADDELL & REED, INC. (ARDEN HILLS MN)
MN
03/29/1988 - 02/24/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
09/24/1984 - 04/12/1988
MORISON SECURITIES, INC.
NA
10/22/1982 - 08/17/1984
ST. PAUL INVESTORS, INC.
BC
Issued 03/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Barbara Kirby is the right advisor for you? Invested Better is here to help.
