Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirksy? Claim Your ProfileKirksy Williams is a financial advisor with over 20 years of experience in the industry. Kirksy has been registered with Wells Fargo Clearing Services, LLC since March 2014 and previously worked with Wells Fargo Advisors Financial Network, LLC and A.G. Edwards & Sons, Inc. Kirksy holds the Series 6, 7, and 63 licenses as well as the Securities Industry Essentials (SIE) exam. Kirksy has experience working with individuals, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
03/05/2014 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
04/12/2012 - 03/05/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/01/2008 - 04/12/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
11/17/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IN
07/31/2003 - 06/09/2005
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
BC
Issued 08/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kirksy Williams is the right advisor for you? Invested Better is here to help.
