Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Haines is a financial professional with over 25 years of experience in the financial services industry. Kirk is currently registered with D.a. Davidson & Co. Previously, Kirk was registered with Raymond James & Associates, Inc. and Prudential Securities Incorporated. Kirk has a strong background in securities and commodities, and holds licenses for Series 3, 63, and 7, as well as the SIE exam. Kirk specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations. Kirk is dedicated to helping clients achieve their financial goals.
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
OH
05/01/2013 - Present
D.a. Davidson & Co. (DUBLIN OH)
OH
02/23/2001 - 05/03/2013
RAYMOND JAMES & ASSOCIATES, INC. (DUBLIN OH)
NY
09/26/1997 - 11/17/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 10/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1998
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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