Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Brandon Kirby is a registered representative with CU Investment Solutions LLC. John is a licensed professional with 3 years of experience in the financial industry, and has been registered with CU Investment Solutions LLC since 8/15/2017. John holds licenses for Series 63, Series 66, and Series 7. Prior to joining CU Investment Solutions LLC, John worked at Fidelity Brokerage Services LLC. John is also registered in Alaska, California, and Utah.
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.
Non discretionary investment advisory for institutional clients
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.
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TX
08/15/2017 - Present
CU Investment Solutions LLC (PLANO TX)
TX
09/03/2013 - 08/02/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 11/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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