Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Charles Kirk is a financial advisor with over 25 years of experience in the industry. David has a strong background in securities and investment advisory services, having held previous roles at Fidelity Brokerage Services LLC and Raymond James & Associates, Inc. David's current role is with Raymond James Financial Services Advisors, Inc., where he provides financial advice and services to individuals, families, and businesses. David has a deep understanding of the financial markets and a commitment to providing personalized service to each client.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
04/11/2017 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
GA
10/03/2000 - 11/05/2009
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
RI
12/15/1997 - 09/28/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 10/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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