Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk A. Pearson is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. in Lanark, Illinois. Kirk has been in the industry since 2002. Kirk has a Series 63, Series 6 and Series 65. Kirk is licensed in Illinois. In addition to being a representative of Cambridge Investment Research Advisors, Inc., Kirk is also an advisory rep of a RIA, a part time college instructor and a notary.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
05/27/2020 - Present
Cambridge Investment Research Advisors, Inc. (Lanark IL)
IL
07/18/2003 - 11/26/2007
FIFTH THIRD SECURITIES, INC. (DEKALB IL)
AZ
10/01/2002 - 01/08/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
05/29/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 05/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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