Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Alan Paulsen is a financial advisor with Money Concepts Capital Corp. Kirk has over 30 years of experience in the financial services industry and has held several positions at prominent financial institutions, including Deutsche Bank Securities Inc. and Bear, Stearns & Co. Inc. Kirk is registered with FINRA and the state of South Carolina. Kirk's expertise includes portfolio management for businesses and individuals. He also provides financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
07/01/2013 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
NY
12/01/2009 - 08/08/2011
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
05/09/2006 - 12/01/2009
FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC (NEW YORK NY)
NY
03/30/2004 - 03/07/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/28/2003 - 02/27/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NJ
08/10/1987 - 04/11/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
05/22/1984 - 08/21/1987
L. F. ROTHSCHILD & CO. INCORPORATED
IA
Issued 06/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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