Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Eugene Rascher is a financial advisor with Cambridge Investment Research Advisors, Inc. Kirk has been in the financial services industry since December 8, 2000. Kirk holds the Series 7, 24, 52TO, 53 and 63 licenses. Kirk has also earned the designations of Certified Financial Planner and Chartered Financial Analyst. Kirk currently works out of the Chicago, IL office.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
01/10/2020 - Present
Cambridge Investment Research Advisors, Inc. (Chicago IL)
IL
01/13/2018 - 01/13/2020
UHLMANN PRICE SECURITIES, LLC (SKOKIE IL)
IL
08/13/2008 - 01/16/2018
ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)
IL
11/28/2000 - 08/01/2008
MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC. (INVERNESS IL)
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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