Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirt? Claim Your ProfileKirt Wilson Kilbourne is a financial advisor at Equitable Advisors, LLC. Kirt has been in the financial services industry for over 30 years, and has a broad range of experience in various financial fields. Kirt has a proven track record of helping individuals and families achieve their financial 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.
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.
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2
MI
09/13/2024 - Present
Equitable Advisors, LLC (TRAVERSE CITY MI)
MI
08/27/2003 - 06/10/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (TRAVERSE CITY MI)
FL
06/16/1998 - 09/09/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
09/29/1994 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
MO
09/24/1990 - 10/19/1994
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MA
12/08/1989 - 10/12/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/08/1989 - 10/12/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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