Unclaimed
Kirk Lewin is a financial advisor with over 15 years of experience in the industry. Kirk has a broad background, with previous experience at several firms including Trump Securities, LLC, P.A.N. Securities, LP, and Electronic Brokerage Systems, LLC. Kirk is currently registered with Silver Leaf Partners, LLC and is a Series 7, Series 55, and SIE licensed representative in New York.
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.
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.
1
2
NY
12/04/2019 - Present
Silver Leaf Partners, LLC (NEW YORK NY)
NY
07/27/2016 - 12/31/2017
TRUMP SECURITIES, LLC (NEW YORK NY)
NY
12/17/2012 - 07/05/2016
SILVER LEAF PARTNERS, LLC (NEW YORK NY)
CT
10/07/2011 - 09/11/2012
P. A. N. SECURITIES, LP (NORWALK CT)
NY
12/07/2010 - 01/03/2011
ESPOSITO SECURITIES, LLC (NEW YORK NY)
NY
03/06/2008 - 12/15/2008
ELECTRONIC BROKERAGE SYSTEMS, LLC (NEW YORK NY)
NY
07/25/2003 - 03/02/2007
EDGETRADE INC. (NEW YORK NY)
GA
02/07/2003 - 06/02/2003
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BC
Issued 03/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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