Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Robert Miller is a registered representative with Western International Securities, Inc. Kirk has been in the financial industry since January 24, 2008 and has worked at Chase Investment Services Corp., J.P. Morgan Securities LLC, BMO Capital Markets Corp., and Western International Securities, Inc.. Kirk offers financial planning and portfolio management for individuals and businesses. Kirk is registered to offer securities advice in California, Idaho, Nevada, New Jersey, North Carolina, and Texas. Kirk has passed the General Securities Representative Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63), and the Uniform Combined State Law Examination (Series 66) exams.
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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2
CA
08/09/2017 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
10/01/2012 - 09/06/2017
J.P. MORGAN SECURITIES LLC (CANOGA PARK CA)
CA
08/24/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CANOGA PARK CA)
CA
09/29/2011 - 08/09/2012
J.P. MORGAN SECURITIES LLC (IRVINE CA)
CA
01/10/2008 - 09/19/2011
CHASE INVESTMENT SERVICES CORP. (SHERMAN OAKS CA)
IL
05/09/2007 - 05/17/2007
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
BOTH
Issued 09/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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