Unclaimed
Kirk Lachlan Leitch is a financial advisor registered in 11 states. Kirk joined Equitable Distributors, LLC in 2011 after previous roles at Securities America, Inc., RiverSource Distributors, Inc. and Ameriprise Financial Services, Inc. Kirk has a strong background in the financial services industry with experience in investment advisory services. Kirk holds the Series 7 and Series 66 registrations and the SIE exam.
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.
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.
1
2
NC
08/12/2011 - Present
Equitable Distributors, LLC (Charlotte NC)
ND
04/28/2011 - 07/07/2011
SECURITIES AMERICA, INC. (CASSELTON ND)
MN
01/01/2007 - 12/31/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
05/05/2003 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/05/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
11/19/2002 - 04/14/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
10/26/2000 - 08/28/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/26/2000 - 08/28/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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