Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Kirk is a financial advisor currently registered with Charles Schwab & Co., Inc. with over 30 years of experience in the financial services industry. Robert is also the owner of Kirk Consultants, a management consulting services firm. Robert is a Registered Representative in 41 states and a licensed Investment Advisor Representative in Nevada. Robert has been a financial advisor for a variety of firms over the years, including ROBERT SCOTT SECURITIES, INC., and QUEST CAPITAL STRATEGIES, INC.
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
1
2
NV
04/13/2012 - Present
Charles Schwab & CO., Inc. (Reno NV)
NA
12/02/1992 - 01/26/1993
ROBERT SCOTT SECURITIES, INC.
CA
10/15/1992 - 11/12/1992
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 03/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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