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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Ludwig has been a Registered Investment Advisor since 2007, and has been with SJS Investment Services since that time. Kirk has also worked for other firms including Continental Capital Investment Services, Prudential Securities Incorporated, Dean Witter Reynolds Inc., Kidder, Peabody & Co. Incorporated, Olde Discount Corporation, and Equity Services, Inc. Kirk holds the Series 63, Series 65, Series 7, Series 9 and Series 10 securities licenses. Kirk's areas of expertise include portfolio management for individuals, portfolio management for businesses and financial planning.
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.
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.
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2
OH
05/30/2007 - Present
SJS Investment Services (SYLVANIA OH)
OH
05/01/2001 - 03/18/2002
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
NY
11/19/1996 - 11/08/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/04/1994 - 11/21/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/28/1993 - 10/04/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
MI
10/11/1992 - 06/03/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
VT
08/31/1992 - 10/21/1992
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 07/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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