Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Kirk is a financial advisor with over 30 years of experience in the financial services industry. Janet has held various roles at prominent firms such as Morgan Stanley, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Currently, Janet is registered with RBC Capital Markets, LLC as a Registered Representative and Investment Advisor Representative. Janet specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
PA
10/30/2015 - Present
RBC Capital Markets, LLC (Canonsburg PA)
PA
06/01/2009 - 11/05/2015
MORGAN STANLEY (UPPER ST. CLAIR PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (UPPER ST. CLAIR PA)
MD
04/10/1989 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
PA
04/01/1987 - 04/19/1989
BEACONSFIELD FINANCIAL SERVICES, INC. (CANONSBURG PA)
NA
03/01/1978 - 10/29/1986
BUTCHER & SINGER INC.
IA
Issued 05/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1978
Series 40 - Registered Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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