Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadd? Claim Your ProfileChadd C. Kirk is an investment advisor representative and registered representative, with over 14 years of experience in the financial services industry. Chadd is currently registered with J.p. Morgan Securities LLC, based in New York, NY. Prior to joining J.p. Morgan Securities LLC, Chadd has worked at a number of firms including Millenco LLC, Oppenheimer & Co. Inc. and CIBC World Markets Corp. Chadd holds a number of professional licenses, including the Series 7, Series 24, Series 55, Series 63 and Series 65. Chadd has worked with a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans and labor unions.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
03/29/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NY
03/31/2008 - 06/21/2011
MILLENCO LLC (NEW YORK NY)
NY
04/01/2003 - 05/15/2006
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/19/2001 - 04/08/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2009
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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