Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk W. White is a financial advisor registered with Fidelity Personal and Workplace Advisors. Kirk has been in the financial services industry since 2020. Kirk holds the Series 7, Series 63, and Series 66 licenses, along with the SIE exam. Kirk is registered with the state of Utah and Texas, and is licensed to provide investment advisory services.
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.
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
UT
07/23/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
03/21/2024 - 06/24/2024
PFS INVESTMENTS INC. (AVONDALE AZ)
MO
04/30/2021 - 03/30/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
UT
12/11/2020 - 03/25/2021
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 07/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kirk White is the right advisor for you? Invested Better is here to help.
