Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Freedle is a financial advisor with over 27 years of experience in the financial services industry. Kirk is currently registered with Sunbelt Securities, Inc. and has been with the firm since 2010. Kirk has a broad range of experience in financial planning, portfolio management, and investment advisory services. He is a Chartered Financial Consultant and holds Series 6, 63, 99TO, and SIE licenses. Kirk is dedicated to providing personalized financial advice and guidance to his clients.
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.
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.
1
2
CO
12/18/2019 - Present
Sunbelt Securities, Inc. (Westminster CO)
CO
04/30/2008 - 12/31/2010
EVOLVE SECURITIES, INC. (AURORA CO)
TX
11/09/2007 - 04/30/2008
AFS BROKERAGE, INC. (AUSTIN TX)
CO
03/04/2004 - 11/14/2007
MML INVESTORS SERVICES, INC. (DENVER CO)
NY
10/31/1995 - 03/05/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/23/1995 - 08/27/1996
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
KS
05/31/1994 - 07/26/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 05/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kirk Freedle is the right advisor for you? Invested Better is here to help.
