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Barbara L. Coffey

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CRD#: 1559342
BC

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 Leslie Coffey, who also goes by Bobbi Coffey, was a registered financial professional .

Barbara is a previously registered financial professional and started their career in finance in 1986. Barbara had worked at 16 firms and has passed the Series 63, Series 87, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bobbi Coffey

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

February 27, 2012 - July 3, 2012

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

November 8, 2010 - February 27, 2012

FAGENSON & CO., INC.

BD
CRD#: 1781
NEW YORK, NY
Past

January 14, 2010 - May 26, 2010

SHS SECURITIES, INC.

BD
CRD#: 129165
NEW YORK, NY
Past

April 17, 2006 - November 16, 2009

KAUFMAN BROS., L.P.

BD
CRD#: 37909
NEW YORK, NY
Past

November 1, 2005 - February 7, 2006

BREAN CAPITAL, LLC

BD
CRD#: 23723
NEW YORK, NY
Past

July 16, 2004 - March 14, 2006

BREAN MURRAY & CO., INC.

BD
CRD#: 7541
NEW YORK, NY
Past

May 6, 2002 - April 16, 2004

JEFFERIES/QUARTERDECK, LLC

BD
CRD#: 115153
LOS ANGELES, CA
Past

November 16, 2001 - July 2, 2004

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

March 29, 1999 - December 14, 1999

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

November 2, 1998 - March 3, 1999

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 1, 1997 - December 2, 1998

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

August 22, 1995 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

December 8, 1993 - December 20, 1994

INTESA SANPAOLO IMI SECURITIES CORP.

BD
CRD#: 19418
NEW YORK, NY
Past

September 17, 1991 - December 6, 1993

FACTSET DATA SYSTEMS, INC.

BD
CRD#: 7782
NORWALK, CT
Past

October 16, 1989 - March 12, 1990

SOUTHPORT PARTNERS L.P.

BD
CRD#: 23609
SOUTHPORT, CT
Past

December 23, 1986 - September 1, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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: 12/16/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NS
NATIONAL SECURITIES CORPORATION
NAT'L SECURITIES CORP | WASHINGTON NATIONAL SECURITIES CORPORATION | NTL INSURANCE AGENCY | NSC INSURANCE AGENCY | NATIONAL SECURITIES OF WASHINGTON | NATIONAL SECURITIES CORPORATION | NATIONAL SECURITIES CORP OF WASHINGTON STATE

CRD#: 7569 / SEC#: , 8-164

BD
Terminated by SEC on 10/20/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Washington since 01/06/1947
Firm type
Corporation
Fiscal year end
September
Firm Size
Large
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
NATIONAL HOLDINGS CORPORATIONPARENT, OWNER
MARKUNAS, MICHAELCHIEF COMPLIANCE OFFICER1832307

Disclosures


Regulatory Event66
Arbitration16

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


NATIONAL SECURITIES CORPORATION

CRD#: 7569

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