Unclaimed
Kirk Stovesand is a financial advisor associated with Platform Wealth Advisors. Kirk has been in the industry for over 20 years and has a proven track record of success in providing financial advice to individuals, families, and businesses. Kirk is a Certified Financial Planner and a Personal Financial Specialist. Kirk's expertise includes financial planning, pension consulting, and portfolio management.
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.
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
UT
09/12/2024 - Present
Platform Wealth Advisors (HOLLADAY UT)
TX
10/11/2000 - 05/25/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 12/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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