Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Stensrud is a financial advisor who is registered with Wells Fargo Clearing Services, LLC in Conshohocken, Pennsylvania. Kirk has been in the financial services industry since 1997. Kirk is a CERTIFIED FINANCIAL PLANNER™ professional, and holds licenses for Series 6, 7, 24, 63, and 65. Prior to joining Wells Fargo Clearing Services, LLC, Kirk worked for Morgan Stanley, Merrill Lynch, UBS Financial Services Inc., and Janney Montgomery Scott LLC.
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.
Investment consulting services to institutional clients
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.
1
2
PA
07/01/2016 - Present
Wells Fargo Clearing Services, LLC (CONSHOHOCKEN PA)
PA
11/03/2011 - 07/27/2016
MORGAN STANLEY (JENKINTOWN PA)
PA
08/09/2007 - 11/07/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ELKIN PARK PA)
PA
10/04/2004 - 09/06/2007
UBS FINANCIAL SERVICES INC. (RYDAL PA)
PA
09/08/2003 - 10/28/2004
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
SC
02/02/1998 - 09/19/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
10/16/1997 - 01/16/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 05/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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