Unclaimed
Christopher David Kirk is a financial advisor with Cetera Investment Advisers LLC in Luther, OK. Christopher has been in the financial services industry since 1994. Christopher holds the Series 6, Series 62, Series 63 and Series 65 licenses, as well as the SIE. He is also registered to offer investment advisory services in Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Kansas, Kentucky, Minnesota, Missouri, Oklahoma, Oregon, Tennessee, Texas, Utah and Washington. Christopher's previous experience includes time with VOYA FINANCIAL ADVISORS, INC., SUNSET FINANCIAL SERVICES, INC., BMA FINANCIAL SERVICES, INC., and NEW ENGLAND SECURITIES. Christopher's primary focus is on providing financial planning, pension consulting, and portfolio management for individuals and businesses. Christopher also provides educational seminars and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (Luther OK)
OK
01/12/2000 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Luther OK)
MO
04/03/1998 - 12/31/1999
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
07/08/1995 - 04/08/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
05/24/1994 - 06/22/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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