Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Gerard Aguer is a financial advisor currently registered with Apollon Wealth Management, LLC. Kirk has over 19 years of experience in the financial services industry and specializes in helping high-net-worth individuals, corporations, and other businesses achieve their financial goals. Prior to joining Apollon Wealth Management, Kirk worked as a registered representative at Raymond James & Associates, Inc., Morgan Stanley, and Citigroup Global Markets Inc.. Kirk is licensed in California and holds Series 7, 31, and 66 licenses. He has a deep understanding of the financial markets and a commitment to providing personalized, client-centric advice. Kirk's expertise in financial planning, portfolio management, and investment selection enables him to assist clients in navigating complex financial situations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
08/08/2022 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
CA
06/14/2017 - 08/10/2022
RAYMOND JAMES & ASSOCIATES, INC. (BEVERLY HILLS CA)
CA
06/01/2009 - 06/09/2017
MORGAN STANLEY (SHERMAN OAKS CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
03/07/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BEVERLY HILLS CA)
NY
08/26/2003 - 02/14/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 05/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kirk Aguer is the right advisor for you? Invested Better is here to help.
