Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Berry Kirby has been in the financial industry since 1976. Currently, William is a registered representative with Wells Fargo Advisors Financial Network, LLC. William is licensed to offer securities advice in Connecticut and Texas. Previously, William worked with MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and SHEARSON HAYDEN STONE INC. William has 24 approved state registrations including California, Colorado, Connecticut, Florida, Hawaii, Illinois, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Texas, Vermont, Virginia, Washington, and Wisconsin. William is a Certified Financial Planner™ professional. William is also the chair of the investment committee for Berkshire Community College Foundation. William also owns 50% of KIRBY INVESTMENT STRATEGIES LLC. William specializes in portfolio management for businesses and individuals, pension consulting and selection of other advisors.
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.
Investment consulting services to institutional 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.
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2
MA
11/09/2015 - Present
Wells Fargo Advisors Financial Network, LLC (PITTSFIELD MA)
MA
06/01/2009 - 11/13/2014
MORGAN STANLEY (PITTSFIELD MA)
MA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSFIELD MA)
NY
11/22/1977 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/17/1976 - 11/22/1977
SHEARSON HAYDEN STONE INC.
NA
03/01/1976 - 11/17/1976
SHEARSON HAYDEN STONE INC.
IA
Issued 02/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1980
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 07/30/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/19/1977
PC - AMEX Put and Call Exam
BC
Issued 02/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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