Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirwan? Claim Your ProfileKirwan Elliott is a financial advisor with over 14 years of experience in the industry. Kirwan is currently registered with Janney Montgomery Scott LLC and is licensed to provide investment advice in California, Delaware, Maryland, New Jersey, New York, and Pennsylvania. Kirwan has a strong track record of success in helping clients achieve their financial goals. Kirwan has previously worked with Citigroup Global Markets Inc. and UBS Securities LLC. Kirwan specializes in various areas, including investment advice for individuals, businesses, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
04/19/2018 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
08/11/2015 - 04/26/2018
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
PA
06/29/2010 - 07/27/2015
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
04/14/2006 - 11/27/2007
UBS SECURITIES LLC (PHILADELPHIA PA)
BC
Issued 10/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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