Unclaimed
Kirk S. Barth is a financial advisor in HONOLULU, HI. Kirk has been in the industry since 1990 and is currently registered with Osaic Wealth, Inc.. Kirk has a wide range of experience, having previously worked with several firms, including MML Investors Services, LLC, MSI Financial Services, Inc., Signator Investors, Inc., Princor Financial Services Corporation and New England Securities.
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.
1
2
HI
07/27/2023 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
03/25/2017 - 02/13/2019
MML INVESTORS SERVICES, LLC (HONOLULU HI)
HI
05/28/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
03/12/2010 - 05/29/2014
SIGNATOR INVESTORS, INC. (HONOLULU HI)
HI
01/29/2009 - 03/16/2010
PRINCOR FINANCIAL SERVICES CORPORATION (HONOLULU HI)
HI
04/03/1990 - 02/04/2009
NEW ENGLAND SECURITIES (HONOLULU HI)
IA
Issued 06/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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