Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Halveland is an investment advisor representative with Cutter & Company, Inc. Kirk has over 20 years of experience in the financial services industry. Kirk specializes in providing financial advice to individuals, families, and businesses. Kirk holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Prior to joining Cutter & Company, Inc., Kirk worked at Stifel, Nicolaus & Company, Incorporated, FFP Securities, Inc., Firstar Investment Services,Inc., Mercantile Investment Services, Inc., and Pruco Securities Corporation.
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.
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.
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2
MO
11/15/2016 - Present
Cutter & Company, Inc. (FENTON MO)
MO
03/08/2001 - 02/21/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CLAYTON MO)
MO
02/24/2000 - 04/19/2000
FFP SECURITIES, INC. (CHESTERFIELD MO)
NJ
01/03/2000 - 02/16/2000
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
06/04/1997 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NJ
04/09/1996 - 04/08/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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