Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Elwood Davis is a financial advisor at Oppenheimer & Co. Inc. Kirk has been working in the financial services industry since August 1983. Kirk has a Series 65, Series 66, Series 7TO and SIE. Kirk is registered in Arizona, California, Colorado, Hawaii, Idaho, Massachusetts, Michigan, Missouri, Nebraska, Nevada, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Texas, Utah, Washington and Wyoming. Kirk has experience providing financial planning, pension consulting and selection of other advisers services. Kirk's specialties are retirement planning, investment strategies, college savings, wealth preservation, and estate planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
04/29/2024 - Present
Oppenheimer & Co. Inc. (SEATTLE WA)
BOTH
Issued 08/22/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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