Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk D Olson is a financial advisor with Osaic Wealth, Inc. based in Jacksonville, Florida. Kirk has been working in the financial services industry since 2003. Kirk holds a Series 6, Series 7, Series 63, and Series 65 license. Kirk provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Kirk is also a licensed insurance broker and a Vice President at Retirement Resources, Inc.
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.
1
2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (JACKSONVILLE FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (JACKSONVILLE FL)
FL
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (JACKSONVILLE FL)
FL
07/08/2004 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (JACKSONVILLE FL)
FL
01/15/2003 - 07/08/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
IA
Issued 11/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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