Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Kirkwood is a registered investment advisor with First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. Norman has been in the financial services industry since 1998 and has a broad range of experience. Norman is licensed to provide investment advice in Alabama, Georgia, Maryland, North Carolina, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Norman offers a variety of financial services including portfolio management for individuals and businesses, as well as financial planning.
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.
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
SC
05/15/2017 - Present
First Citizens Investor Services, Inc. (Anderson SC)
SC
07/19/2013 - 01/04/2016
FIRST CITIZENS SECURITIES CORPORATION (ANDERSON SC)
SC
03/24/2006 - 07/12/2013
SUNTRUST INVESTMENT SERVICES, INC. (ANDERSON SC)
SC
07/29/2002 - 03/17/2006
WACHOVIA SECURITIES, LLC (BELTON SC)
NY
02/16/2001 - 07/31/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/28/1998 - 02/22/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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