Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Kirkley is an investment advisor representative with Level Four Advisory Services, located in Dallas, TX. Kari has been in the financial industry since 1999. Kari has a background in financial planning, portfolio management, and pension consulting. Kari is registered with FINRA as well as in 10 different states.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
12/21/2021 - Present
Level Four Advisory Services (DALLAS TX)
MN
05/14/2010 - 07/20/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
GA
05/12/2010 - 05/14/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
04/16/2004 - 05/11/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
MO
04/20/1999 - 04/19/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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