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KB

Kimberly A. Barber

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CRD#: 1300540
KB

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.

Kimberly Ann Barber, who also goes by Kim Barber, was a registered financial professional .

Kimberly is a previously registered financial professional and started their career in finance in 1984. Kimberly had worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kim Barber

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

July 18, 2017 - February 8, 2019

G.F. INVESTMENT SERVICES, LLC

BD
CRD#: 132939
SARASOTA, FL
Past

September 28, 2005 - July 26, 2011

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

September 28, 2005 - June 28, 2017

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
NEW YORK, NY
Past

October 20, 2003 - August 15, 2005

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

February 20, 2003 - October 13, 2003

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

April 4, 2002 - August 15, 2005

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
NEW YORK, NY
Past

November 27, 2000 - February 25, 2001

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

March 6, 2000 - November 10, 2000

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

October 13, 1994 - July 15, 1999

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

October 13, 1994 - July 15, 1999

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

July 1, 1986 - February 17, 1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

October 2, 1984 - May 23, 1986

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178

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
RR
Series 63
Date: 10/2/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GI
G.F. INVESTMENT SERVICES, LLC
G.F. INVESTMENT SERVICES, LLC

CRD#: 132939 / SEC#: , 8-66659

BD
Terminated by SEC on 10/19/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 07/13/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CENTRECORE LLCOWNER

Disclosures


Regulatory Event3
Arbitration1

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


G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

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