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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 Cameron Jones is a financial advisor in Greenwood Village, Colorado. Kirk is a registered representative and investment advisor representative with Western Wealth Management LLC. Kirk has been in the financial services industry since 2003. Kirk holds the Series 7, Series 31, and Series 66 licenses as well as the Securities Industry Essentials (SIE) Exam. Kirk specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Kirk provides investment advisory services through Western Wealth Management, LLC., an independent investment advisor firm. The firm is separate from and independent of LPL Financial.
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
CO
01/22/2018 - Present
Western Wealth Management LLC (Greenwood Village CO)
FL
03/31/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (DELRAY BEACH FL)
FL
10/10/2005 - 04/02/2008
WACHOVIA SECURITIES, LLC (BOCA RATON FL)
NY
02/21/2003 - 10/05/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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