Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher George Kirk is a financial professional with over 27 years of experience in the financial services industry. Christopher has held various roles at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Signator Investors, Inc.. Currently, Christopher is registered with Rockefeller Financial LLC. Christopher holds a number of licenses, including Series 3, 6, 7, 24, 63 and 7TO. Christopher is a general securities principal and investment advisor representative.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
06/04/2024 - Present
Rockefeller Financial LLC (New York NY)
NY
09/18/1997 - 05/28/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
10/20/1992 - 03/14/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/20/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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