Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirby? Claim Your ProfileKirby Zeller is a financial advisor in COLORADO SPRINGS, CO. Kirby is a registered representative with Cetera Investment Advisers LLC. Kirby has been in the industry since 1993. Kirby has a Series 6, Series 7, Series 24, Series 63, and Series 65 licenses. Kirby specializes in working with individuals, businesses, corporations, and trusts. Kirby offers financial planning, portfolio management, and educational seminars.
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.
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2
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (COLORADO SPRINGS CO)
CO
05/31/2006 - 10/23/2013
LPL FINANCIAL LLC (COLORADO SPRINGS CO)
CO
01/05/1996 - 05/31/2006
INVESTACORP, INC. (COLORADO SPRINGS CO)
MO
10/24/1994 - 01/15/1996
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NJ
04/02/1993 - 10/18/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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