Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirby? Claim Your ProfileKirby Brown is an Investment Advisor Representative with United Planners' Financial Services of America. Kirby is a registered investment advisor with over 17 years of experience in the financial industry. Kirby has been with United Planners since 2019. Kirby has also worked with Sunset Financial Services, Inc. Kirby has been active in the state of Washington since 2020 and is currently active in Washington and Texas. Kirby Brown is a licensed insurance producer with over 13 years of experience in the insurance industry. Kirby is a specialist in investments and benefits. Kirby's specializations include retirement planning, college savings, and estate planning. Kirby offers a variety of services to meet the individual needs of their clients.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
04/19/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SPOKANE VALLEY WA)
WA
06/27/2005 - 05/05/2009
SUNSET FINANCIAL SERVICES, INC. (SPOKANE WA)
IA
Issued 04/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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