Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Thiel is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc.. Kirk has been in the industry for over 10 years and is registered in 30 states and territories. Kirk has a wide range of experience in the financial services industry, including experience at LORD ABBETT DISTRIBUTOR LLC and Bank of America, N.A.. Kirk is committed to providing clients with personalized financial advice and investment strategies. Kirk has several certifications, including Series 7 and Series 66, and holds both a Broker-Dealer registration and Investment Adviser registration. Kirk's main office is located in CLEARWATER, Florida.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
11/09/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLEARWATER FL)
NJ
01/11/2013 - 12/16/2016
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 05/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kirk Thiel is the right advisor for you? Invested Better is here to help.
