Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Charles Pirk is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., who has been in the financial services industry since June 11, 2006. Jeffrey has held previous positions with CETERA ADVISOR NETWORKS LLC, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED and WELLS FARGO INVESTMENTS, LLC. Jeffrey has also been an Executive Director of Cities Alive, a non-profit organization in Brooklyn Center, Minnesota since December 2017. Jeffrey has passed the Series 66, Series 7 and Series 65 exams. Jeffrey is registered with the state of Minnesota and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MN
05/15/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MINNEAPOLIS MN)
MN
09/10/2014 - 04/28/2017
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
MN
06/01/2009 - 09/15/2014
MORGAN STANLEY (MINNEAPOLIS MN)
MN
06/25/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MINNEAPOLIS MN)
CA
07/15/2005 - 06/30/2008
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
Issued 03/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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