Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Welch is a financial advisor at Global Retirement Partners LLC. Kirk has been in the financial services industry since 1999. Kirk has a wide range of experience in providing financial advice and services to individuals and businesses. Kirk is registered with the Securities and Exchange Commission as an Investment Advisor Representative and is licensed to provide financial services in California, Idaho, Nevada, New Mexico, Utah, and Wyoming. Kirk is committed to providing clients with personalized financial advice that is tailored to their specific needs and goals.
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.
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2
UT
05/14/2015 - Present
Global Retirement Partners LLC (Sandy UT)
UT
01/05/2010 - 11/30/2010
NRP FINANCIAL, INC. (SALT LAKE CITY UT)
UT
04/14/2000 - 01/12/2010
PRINCOR FINANCIAL SERVICES CORPORATION (SALT LAKE CITY UT)
CA
03/23/1999 - 08/25/1999
DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)
MA
12/16/1998 - 03/09/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 02/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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