Unclaimed
Kirk Michael Feret is a financial advisor with over 20 years of experience in the financial services industry. Kirk is currently registered with LPL Financial LLC in Paramus, NJ, providing a variety of financial services to individuals, families, and businesses. Kirk previously worked with J.P. MORGAN SECURITIES LLC for several years, and has experience with several other firms including Chase Investment Services Corp., HORNOR, TOWNSEND & KENT, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, CADARET, GRANT & CO., INC., MML INVESTORS SERVICES, INC., HARRISON SECURITIES, INC., and LADENBURG CAPITAL MANAGEMENT INC. Kirk is licensed to provide financial advice in multiple states, including Maine, New Jersey, New York, and North Carolina. He is also licensed to provide investment advisory services in New Jersey. Kirk is committed to providing his clients with personalized financial advice and strategies designed to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
NJ
09/09/2015 - Present
LPL Financial LLC (PARAMUS NJ)
NJ
10/01/2012 - 09/23/2015
J.P. MORGAN SECURITIES LLC (PARAMUS NJ)
NJ
02/27/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PARAMUS NJ)
NY
01/23/2008 - 12/10/2008
CHASE INVESTMENT SERVICES CORP. (SPARKILL NY)
NJ
06/05/2007 - 12/12/2007
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
NJ
11/16/2004 - 06/06/2007
METLIFE SECURITIES INC. (SHORT HILLS NJ)
NJ
11/16/2004 - 06/06/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
NY
02/18/2003 - 11/10/2004
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MA
04/23/2002 - 09/06/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
09/25/2001 - 12/17/2001
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
06/05/2001 - 10/23/2001
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 02/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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