Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Michel is a financial advisor with Wesbanco Securities, Inc. Kirk has been in the financial services industry for over 17 years and has a broad range of experience in the investment industry. Kirk is registered with the Securities and Exchange Commission as an Investment Advisor Representative and holds the Series 3, 6, 7, 9, 10, 63, and 66 licenses. Kirk specializes in investment services for individuals, high-net-worth individuals, and retirement planning. Kirk is also a member of the Financial Industry Regulatory Authority (FINRA).
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MD
01/08/2024 - Present
Wesbanco Securities, Inc. (Bowie MD)
DC
01/10/2023 - 11/08/2023
MORGAN STANLEY (WASHINGTON DC)
DC
11/01/2017 - 09/05/2023
E*TRADE SECURITIES LLC (WASHINGTON DC)
MD
02/18/2016 - 10/20/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BETHESDA MD)
MD
08/26/2013 - 12/17/2015
PNC INVESTMENTS (PRINCE FREDERICK MD)
MD
12/24/2008 - 06/21/2012
PNC INVESTMENTS (POTOMAC MD)
MD
02/16/2006 - 05/04/2007
PNC INVESTMENTS (BETHESDA MD)
NY
07/20/2004 - 08/10/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/13/2004 - 06/23/2004
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
MD
11/19/2002 - 11/10/2003
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 03/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/31/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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