Unclaimed
Nina Elise Kirk is a financial advisor with Charles Schwab & CO., Inc. Nina has been in the financial industry since December 10, 2019 and is registered with the state of Wisconsin, and is also registered with FINRA. Previously, Nina was employed with CHARLES SCHWAB & CO., INC. in Northbrook, Illinois. Nina holds the Series 7TO, Series 66, and SIE securities licenses. Nina has a total of 49 state licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
WI
06/29/2021 - Present
Charles Schwab & CO., Inc. (Germantown WI)
IL
11/08/2019 - 05/26/2021
CHARLES SCHWAB & CO., INC. (Northbrook IL)
BOTH
Issued 12/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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