Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Duane Allen is a registered representative with PFS Investments Inc., located in Newburgh, NY. Kirk has over 20 years of experience in the financial services industry. Kirk holds Series 6, 63, and SIE licenses and is registered in Florida, Georgia, and New York. Kirk specializes in providing investment advisory services and portfolio management for individuals. Prior to joining PFS Investments Inc., Kirk was registered with Chase Investment Services Corp. and First Investors Corporation.
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.
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
NY
08/09/2019 - Present
PFS Investments Inc. (NEWBURGH NY)
NY
04/11/2008 - 06/03/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
04/26/1999 - 04/12/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 01/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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