Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirt? Claim Your ProfileKirt Samuel is a financial advisor with over 19 years of experience in the industry. Kirt is currently registered with PHX Financial, Inc. and has a Series 7, Series 63 and SIE license. Kirt has held previous roles with NATIONAL SECURITIES CORPORATION, JOHN THOMAS FINANCIAL, FORDHAM FINANCIAL MANAGEMENT, INC. and JOSEPH STEVENS & COMPANY, INC.. Kirt is registered in 10 states including California, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Tennessee and Texas.
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.
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.
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2
NY
07/10/2018 - Present
PHX Financial, Inc. (NEW YORK NY)
NY
03/25/2013 - 08/07/2018
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
01/15/2008 - 04/02/2013
JOHN THOMAS FINANCIAL (NEW YORK NY)
NY
07/19/2007 - 01/29/2008
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
NY
06/17/2004 - 08/08/2007
JOSEPH STEVENS & COMPANY, INC. (NEW YORK NY)
BC
Issued 06/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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