Unclaimed
Kirk Love has been in the financial industry since 1980. Currently, Kirk is an Investment Advisor Representative with L.m. Kohn & Co. Kirk is registered in Florida and Michigan as a registered investment advisor representative and holds the following FINRA registrations: Series 7, Series 63, and Series 65. Kirk is also a registered representative with L.m. Kohn & Co. and specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Kirk is a member of the Securities Industry and Financial Markets Association (SIFMA). Kirk is committed to providing clients with personalized financial advice and investment strategies to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Flat commission/execution fee
1
2
OH
02/02/2018 - Present
L.m. Kohn & Co. (CINCINNATI OH)
MI
08/11/2006 - 01/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
07/01/2003 - 08/14/2006
WACHOVIA SECURITIES, LLC (WEST BLOOMFIELD MI)
NY
11/18/1987 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/23/1980 - 11/05/1987
E. F. HUTTON & COMPANY INC
NA
10/07/1987 - 10/19/1987
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 11/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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