Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Kirk is a financial professional registered with Principal Securities, Inc. in Ohio. Logan has been in the financial industry since 2014. Logan has passed exams including the Series 63, Series 65, and Series 6TO. Logan is currently registered with Principal Securities, Inc. in Ohio.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OH
02/28/2023 - Present
Principal Securities, Inc. (POWELL OH)
IA
Issued 02/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Logan Kirk is the right advisor for you? Invested Better is here to help.
