Unclaimed
Thomas Kirk is an investment advisor representative with Hightower Advisors, LLC. Thomas has been in the industry since 1981 and has experience in a variety of financial services firms, including Morgan Stanley, Private Client Services, and Hightower Securities, LLC. Thomas specializes in providing financial planning, portfolio management, and selection of other advisors. Thomas is registered with the state of Kansas.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/31/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
IL
01/03/2022 - 01/09/2024
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
KS
09/10/2016 - 12/31/2021
PRIVATE CLIENT SERVICES, LLC (Wichita KS)
KS
06/01/2009 - 09/19/2016
MORGAN STANLEY (WICHITA KS)
KS
07/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WICHITA KS)
KS
02/09/2001 - 07/24/2008
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
NY
06/28/1991 - 02/14/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/22/1988 - 07/03/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/18/1981 - 08/05/1988
J. O. DAVIDSON & ASSOCIATES, INC.
IA
Issued 12/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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