Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Kirby is a Certified Financial Planner™ with Creative Money LLC. She is a registered Investment Advisor Representative in Washington and California. Samantha has been working in the financial industry since 2014 and has a broad range of experience providing financial planning and advisory services to individuals. Samantha's experience includes working with Whatcom Educational Credit Union, CREATIVE MONEY LLC and currently with Creative Money LLC. Samantha has a Series 65 license and earned her Uniform Investment Adviser Law Examination license in 2017. Samantha specializes in providing financial advice to individuals and has a client base of over 350 individuals. Samantha and Creative Money LLC provide financial planning and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
WA
04/28/2017 - Present
Creative Money LLC (MOUNTLAKE TERRACE WA)
IA
Issued 04/27/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Samantha Kirby is the right advisor for you? Invested Better is here to help.
