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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 R. Olson is a financial advisor with Morgan Stanley. Kirk has been in the financial services industry since 2003. Kirk has a strong understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals. Kirk is a Registered Representative and Investment Advisor Representative, and holds Series 7, 63, 66, SIE and 79TO securities licenses. Kirk is also registered to conduct business in 53 states and the District of Columbia, as well as the territory of Puerto Rico. Kirk has experience working with individuals, families, businesses, and institutions. Kirk specializes in providing financial planning, investment management, and retirement planning services. Kirk is committed to providing his clients with personalized service and a high level of expertise.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
06/01/2009 - Present
Morgan Stanley (South Jordan UT)
UT
10/20/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTH JORDAN UT)
UT
05/16/2007 - 09/29/2008
EDWARD JONES (HERRIMAN UT)
UT
04/02/2007 - 05/16/2007
MORGAN STANLEY & CO., INCORPORATED (WEST VALLEY CITY UT)
UT
10/15/2003 - 04/02/2007
MORGAN STANLEY DW INC. (WEST VALLEY CITY UT)
BOTH
Issued 08/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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