Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Patrick Gwaltney is a financial professional with over 16 years of experience in the industry. Kirk has a Series 6, Series 63, and SIE license and is a registered representative with State Farm Investment Management Corp. Kirk has worked with State Farm since 2013 in various roles including owning and operating their own insurance agency. Kirk is a Chartered Financial Consultant. In addition to his work at State Farm Investment Management Corp., Kirk also owns and operates two other businesses that are not investment related. Kirk is committed to providing clients with personalized financial advice and strategies 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
TN
07/31/2018 - Present
State Farm Investment Management Corp. (Brentwood TN)
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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