Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Balin is a financial advisor with over 20 years of experience in the financial industry. He is currently registered with Householder Group Estate & Retirement Specialists and holds Series 7, 24, 63, and 66 licenses. Kirk provides a wide range of financial services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. He is dedicated to helping individuals and families 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.
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.
Portion of third party manager fees
1
2
WA
12/11/2013 - Present
Householder Group Estate & Retirement Specialists (SEATTLE WA)
WA
10/02/2009 - 12/09/2013
SECURITIES SERVICE NETWORK, INC. (SEATTLE WA)
WA
10/31/2005 - 10/05/2009
SAGEPOINT FINANCIAL, INC. (SEATTLE WA)
AZ
09/29/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
11/26/2002 - 09/09/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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