Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Rogers is a registered Investment Advisor Representative with Portfolio Medics, LLC. Kirk has a Series 65 license and is currently registered in Maryland, North Carolina, and Virginia. Kirk provides financial planning services, pension consulting, and portfolio management for individuals and businesses. Kirk also has other business interests, including independent insurance agent services through KSR Wealth Management and insurance instructor services through Enterprise Insurance Training Inc.
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.
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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MD
01/10/2025 - Present
Portfolio Medics, LLC (Baltimore MD)
IA
Issued 08/02/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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