Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlie? Claim Your ProfileCharlie Kirven is a financial advisor with Secure Asset Management, LLC, based in Houston, TX. Charlie has been in the financial services industry since 1985 and has a wide range of experience in various investment areas.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor for 3rd party money managers
1
2
TX
09/03/2024 - Present
Secure Asset Management, LLC (Houston TX)
TX
11/19/2007 - 09/03/2024
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
10/14/2005 - 11/19/2007
WORKMAN SECURITIES CORPORATION (HOUSTON TX)
OH
10/16/1996 - 10/19/2005
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
CA
07/31/1992 - 08/15/1996
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
FL
03/08/1985 - 08/10/1992
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BC
Issued 03/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2016
Series 24 - General Securities Principal Examination
BC
Issued 03/17/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/10/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/02/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charlie Kirven is the right advisor for you? Invested Better is here to help.
