Unclaimed
Kirk Rolland Johnson is an Investment Advisor Representative with Edward Jones. Kirk has been in the securities industry since July 21, 2013. Kirk is registered with both FINRA and the state of Utah. Kirk is also registered in Alabama, Arizona, California, Colorado, Georgia, Idaho, Illinois, Missouri, Montana, Nevada, New Mexico, North Carolina, Oregon, Pennsylvania, Texas, Vermont, Virginia, Washington and Wyoming. Kirk has a Series 7, Series 66, and SIE license. Kirk is also a Registered Representative for Edward Jones and can assist with financial planning, pension consulting and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
UT
10/07/2013 - Present
Edward Jones (OGDEN UT)
BOTH
Issued 08/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
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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