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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Alan McLeland is a financial advisor with over 40 years of experience in the industry. Kirk is currently registered with Wells Fargo Clearing Services, LLC. Kirk has been with Wells Fargo Clearing Services, LLC since November 2016. Before joining Wells Fargo Clearing Services, LLC, Kirk was with Wells Fargo Investments, LLC and PrimeVest Financial Services, INC. Kirk has a broad background in the financial services industry and holds the Series 7, 63 and 66 licenses. Kirk specializes in providing financial advice to individuals, businesses, and institutions. Kirk is committed to providing clients with personalized financial advice and investment strategies that meet their individual needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
CA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (REDWOOD CITY CA)
CA
01/04/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (REDWOOD CITY CA)
CA
07/20/2007 - 10/04/2007
PRIMEVEST FINANCIAL SERVICES, INC. (SAN MATEO CA)
CA
05/29/2007 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (SAN CARLOS CA)
CA
07/29/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN CARLOS CA)
NY
07/14/1993 - 07/19/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/19/1990 - 07/20/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/16/1986 - 04/24/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/29/1982 - 06/04/1986
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 09/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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