Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ann Barentsen is a financial advisor with over 30 years of experience in the financial services industry. She is currently registered with Aegis Capital Corp. and Barentsen Advisory Services, LLC, in California. Kimberly has a strong background in investment management and financial planning, and has held previous positions with several firms, including INDEPENDENT FINANCIAL GROUP, LLC, NPB FINANCIAL GROUP, LLC, FIRST ALLIED SECURITIES, INC., INVESTORS CAPITAL CORP., QUEST CAPITAL STRATEGIES, INC., WELLS FARGO SECURITIES INC., MARKETING ONE SECURITIES, INC., and GREAT WESTERN FINANCIAL SECURITIES 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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Aegis Capital Corp. (WALNUT CREEK CA)
CA
04/06/2023 - 09/05/2024
INDEPENDENT FINANCIAL GROUP, LLC (Walnut Creek CA)
CA
07/15/2022 - 03/24/2023
INDEPENDENT FINANCIAL GROUP, LLC (Walnut Creek CA)
CA
11/11/2020 - 07/15/2022
NPB FINANCIAL GROUP, LLC (Walnut Creek CA)
CA
04/12/2019 - 09/05/2020
NPB FINANCIAL GROUP, LLC (Walnut Creek CA)
CA
10/25/2011 - 04/08/2019
FIRST ALLIED SECURITIES, INC. (WALNUT CREAAK CA)
CA
01/22/1998 - 09/30/2011
INVESTORS CAPITAL CORP. (WALNUT CREEK CA)
CA
09/09/1997 - 01/28/1998
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
10/25/1993 - 05/09/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
08/17/1992 - 10/25/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
09/10/1990 - 08/14/1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
IA
Issued 11/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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