Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kirk is a financial professional with over 30 years of experience in the industry. Jeffrey has held various positions at several firms including Transamerica Financial Advisors, Inc. and Signator Investors, Inc. Jeffrey is currently registered with Osaic Wealth, Inc. and is licensed in various states. Jeffrey specializes in a wide range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Jeffrey is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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2
TN
08/08/2023 - Present
Osaic Wealth, Inc. (NASHVILLE TN)
PA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LANCASTER PA)
PA
06/26/2003 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LANCASTER PA)
CO
12/07/1998 - 06/27/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
02/24/1997 - 12/22/1998
WMA SECURITIES, INC. (DULUTH GA)
CO
09/17/1996 - 02/24/1997
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
02/06/1992 - 09/05/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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