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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kirkman is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is registered with SPC in Harper Woods, Michigan and holds licenses in 17 states, as well as several industry certifications. Jeffrey's previous employment history includes Raymond James Financial Services, Inc. and Sigma Financial Corporation. Jeffrey's specializations include financial planning, pension consulting, and portfolio management for individuals and businesses. Jeffrey provides consultation services and educational seminars to clients.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
01/06/2011 - Present
SPC (HARPER WOODS MI)
MI
01/02/1998 - 10/26/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (HARPER WOODS MI)
MI
06/06/1996 - 12/31/1997
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
FL
08/03/1993 - 06/10/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
01/16/1990 - 08/13/1993
WOODWARD SECURITIES CORPORATION
MA
03/21/1985 - 12/31/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
BOTH
Issued 12/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/04/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/20/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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