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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Daniel Kirk is a financial advisor at Morgan Stanley, where John has been working since October 2011. John's previous employers include UBS Financial Services Inc. and Citigroup Global Markets Inc.. John has been in the industry since January 2000 and has a strong record of success in providing financial advice to individuals, families, and businesses. John is a Series 65, Series 63, Series 7 and SIE licensed financial advisor and is registered to provide investment advisory services in 35 states and the District of Columbia. John specializes in financial planning, portfolio management, and retirement planning. John is committed to providing clients with personalized financial advice and helping them 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
11/02/2011 - Present
Morgan Stanley (Fort Lauderdale FL)
FL
08/24/2007 - 10/26/2011
UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)
FL
01/02/2000 - 08/30/2007
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
IA
Issued 02/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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