Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Daniels is a registered investment advisor with Ausdal Financial Partners, Inc. Kirk has been in the industry since 1991 and has been registered with Ausdal Financial Partners, Inc. since 2011. Kirk holds multiple industry certifications including the Series 3, 7, 24, 63 and 65 licenses. Kirk is also a licensed insurance agent in Indiana. The firm has been in business for over 40 years and provides financial planning, portfolio management and other advisory services to individuals, families, and businesses.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IN
02/15/2011 - Present
Ausdal Financial Partners, Inc. (KOKOMO IN)
IN
02/26/2010 - 03/03/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (KOKOMO IN)
IN
02/20/2007 - 03/09/2010
GUNNALLEN FINANCIAL, INC (KOKOMO IN)
IN
10/08/2003 - 02/20/2007
QUESTAR CAPITAL CORPORATION (KOKOMO IN)
IN
11/22/1991 - 11/04/2003
PLANNED INVESTMENT CO., INC. (INDIANAPOLIS IN)
IA
Issued 05/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1992
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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