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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 Wilson has been in the financial services industry since 2003. Kirk is currently registered with Geneos Wealth Management, Inc. and has been employed by the firm since 2007. Kirk is also registered with the state of Texas as an Investment Advisor Representative. Kirk is a Series 6, 7, 22, and 66 licensed professional. In addition, Kirk holds the SIE designation. Kirk specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Kirk is registered with the state of Arizona, California, Colorado, Florida, Kansas, Nevada, New Mexico, and Texas.
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.
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AZ
01/06/2014 - Present
Geneos Wealth Management, Inc. (TUCSON AZ)
AZ
10/13/2003 - 01/12/2007
SUNSET FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
BOTH
Issued 08/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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