Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genan? Claim Your ProfileGenan Marie Kirby has been in the financial services industry since 1991. Genan is a registered representative of LPL Financial LLC and a registered investment advisor representative with Osaic Institutions, Inc. Genan has held previous roles with CUNA Brokerage Services, Inc., Fifth Third Securities, Inc., CFD Investments, Inc., OBS Brokerage Services, Inc., Raymond James Financial Services, Inc., Morgan Keegan & Company, Inc., First National Investments, Inc., Robert W. Baird & Co. Incorporated, Northwestern Mutual Investment Services, LLC, and PrimeVest Financial Services, Inc.. Genan provides financial planning, portfolio management for businesses and individuals, and pension consulting services to individuals and families.
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.
Consulting and other non-discretionary advisory services
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.
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2
IN
05/18/2022 - Present
LPL Financial LLC (CARMEL IN)
IN
01/04/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Carmel IN)
IN
08/21/2015 - 12/14/2018
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
IN
11/27/2013 - 06/24/2015
CFD INVESTMENTS, INC. (INDIANAPOLIS IN)
IN
10/30/2012 - 11/29/2013
OBS BROKERAGE SERVICES, INC. (INDIANAPOLIS IN)
IN
05/19/2011 - 08/15/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
11/03/2008 - 12/31/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
07/25/2005 - 09/29/2008
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
IN
07/16/2003 - 07/28/2005
FIRST NATIONAL INVESTMENTS, INC. (KOKOMO IN)
WI
01/15/1992 - 07/09/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
01/02/2002 - 09/13/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MN
10/31/1989 - 01/24/1992
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 03/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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