Unclaimed
Kirk Brown is a financial advisor with over 30 years of experience in the industry. Kirk is currently registered with Commonwealth Financial Network, and has previously worked with several other firms. Kirk is licensed in numerous states and holds several industry certifications. He specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, families, businesses, and institutions. He is committed to helping clients achieve their financial goals through personalized financial planning and investment strategies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/16/2022 - Present
Commonwealth Financial Network (Whitehall PA)
PA
12/22/2009 - 11/15/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (WHITEHALL PA)
PA
10/01/2000 - 12/23/2009
WELLS FARGO ADVISORS, LLC (CATASQUA PA)
NC
05/01/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/03/1996 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
08/10/1994 - 07/02/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
PA
03/17/1994 - 08/11/1994
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
10/28/1991 - 03/09/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
OH
10/25/1988 - 09/11/1991
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
11/03/1987 - 11/10/1988
EQUICO SECURITIES, INC.
NA
11/03/1987 - 11/10/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
01/29/1987 - 09/28/1987
PRUCO SECURITIES CORPORATION
BOTH
Issued 07/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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