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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 Anderson is a financial advisor with over 30 years of experience in the financial services industry. Kirk is a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Kirk has a strong background in providing financial advice to individuals, families, and businesses. Kirk Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 licenses. Kirk holds a Series 63 license. Kirk is also licensed in several states, including Texas, Massachusetts, and California. Kirk's previous experience includes working at firms such as Fidelity Brokerage Services LLC and Merrill Lynch. Kirk has provided financial advice to a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
03/03/2023 - Present
LPL Financial LLC (NEWTON CENTER MA)
MA
01/02/2013 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (HINGHAM MA)
RI
12/09/2008 - 12/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
RI
04/17/2000 - 11/02/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
04/07/1992 - 04/17/2000
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
PA
06/24/1986 - 06/21/1990
BROKERS CAPITAL DISTRIBUTION COMPANY, INC. (PITTSBURGH PA)
BOTH
Issued 01/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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