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BB

Barbara Besler

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CRD#: 1070007
BB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Barbara Besler, who also goes by Barbara Batalia Korsgard, Barbara Besler Korsgard, Barbara Korsgard, was a registered financial professional .

Barbara is a previously registered financial professional and started their career in finance in 1982. Barbara had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Barbara Batalia Korsgard | Barbara Besler Korsgard | Barbara Korsgard

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 3, 2013 - December 31, 2017

FOREST SECURITIES,INC.

BD
CRD#: 16255
HILLSIDE, IL
Past

October 28, 1994 - April 26, 2012

BIRKELBACH INVESTMENT SECURITIES, INC.

BD
CRD#: 11490
CHICAGO, IL
Past

December 21, 1990 - October 21, 1994

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

January 13, 1988 - December 21, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 4, 1987 - January 29, 1988

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

October 20, 1982 - March 6, 1987

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/27/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FS
FOREST SECURITIES,INC.
FOREST SECURITIES,INC.

CRD#: 16255 / SEC#: , 8-33568

BD
Cancelled by SEC on 03/16/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Iowa since 06/16/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NATIVE TRIBAL ALLIANCE, LLCSOLE SHAREHOLDER
DUNNE, MICHAEL FITZGERALDPRESIDENT/COO/FINOP/CCO1676474

Disclosures


Regulatory Event3
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FOREST SECURITIES,INC.

CRD#: 16255

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