Jeffrey Kirkman, Aif

Jeffrey Kirkman, Aif Email and Phone Number

Owner, KM Financial @ Sigma Financial Corporation
Jeffrey Kirkman, Aif's Location
Harper Woods, Michigan, United States, United States
Jeffrey Kirkman, Aif's Contact Details

Jeffrey Kirkman, Aif personal email

n/a

Jeffrey Kirkman, Aif phone numbers

About Jeffrey Kirkman, Aif

Knowledge is the key to success. Helping my clients become educated in the world of investments is my major focus in order to help them achieve their financial goals."If a man empties his purse into his head no one can take it away from him. An investment in knowledge always pays the best interest.". ~Benjamin Franklin (1706 - 1790)

Jeffrey Kirkman, Aif's Current Company Details
Sigma Financial Corporation

Sigma Financial Corporation

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Owner, KM Financial
Jeffrey Kirkman, Aif Work Experience Details
  • Km Financial
    Owner
    Km Financial Oct 2006 - Present
    I provide a variety of consulting and planning services tailored to different markets both personal and business.Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. KM Financial is independent of Sigma Financial Corporation and Sigma Planning Corporation.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation or KM Financial. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.
  • Sigma Financial Corporation
    Consultant
    Sigma Financial Corporation Oct 2006 - Present
    Ann Arbor, Mi, Us
    I provide marketing and compliance consulting using my unique experience in both the retail securities marketing and back office environment.
  • Sigma Financial Corporation
    Registered Representative
    Sigma Financial Corporation Oct 2006 - Present
    Ann Arbor, Mi, Us
    Offering comprehensive financial and investment planning services.
  • Raymond James Financial Inc.
    Registered Representative
    Raymond James Financial Inc. Jan 1998 - Oct 2006
    St. Petersburg, Florida, Us
    Offered comprehensive financial and investment planning services.
  • Mittra Kirkman And Associates, Llc
    President
    Mittra Kirkman And Associates, Llc Jan 1998 - Oct 2006
    As President of an SEC Registered Investment Advisor, I provided direction in virtually all aspects of financial planning for a variety of clients. Including public and private foundations, corporations and high net-worth individuals.
  • Sigma Financial Corporation
    Marketing Specialist
    Sigma Financial Corporation Jun 1996 - Dec 1997
    Ann Arbor, Mi, Us
    I help serviced, trained and guided over 300 registered representatives in the area of financial services and products.
  • Investment Management & Research (Raymond James Financial Services)
    Registered Representative
    Investment Management & Research (Raymond James Financial Services) Aug 1993 - Jun 1996
    Offered comprehensive financial and investment planning services.
  • Woodward Securities Corporation
    Marketing/Compliance And Due Diligence Officer
    Woodward Securities Corporation Jan 1990 - Aug 1993
    My responsibilities included maintaining operations under strict NASD rules and regulations in addition of reviewing and approving all investment-related products offered by our representatives.
  • Mutual Service Corporation
    Due Diligence Analyst & Manager
    Mutual Service Corporation May 1984 - Dec 1989
    Analyzed a variety of alternative investments, including oil and gas programs, real estate investment trusts (REITS) and mutual funds.

Jeffrey Kirkman, Aif Skills

Investment Advisory Retirement Planning Mutual Funds Investments Financial Advisory Wealth Management Strategic Financial Planning Estate Planning Securities Business Relationship Management Insurance Alternative Investments Fixed Annuities Iras Roth Ira Long Term Care Securities Compliance Series 7 Series 24 401k 529 Plans

Jeffrey Kirkman, Aif Education Details

  • Michigan State University
    Michigan State University
    Business
  • Siena Heights University
    Siena Heights University
    Applied Electronics
  • Grosse Pointe North High School
    Grosse Pointe North High School
    High School

Frequently Asked Questions about Jeffrey Kirkman, Aif

What company does Jeffrey Kirkman, Aif work for?

Jeffrey Kirkman, Aif works for Sigma Financial Corporation

What is Jeffrey Kirkman, Aif's role at the current company?

Jeffrey Kirkman, Aif's current role is Owner, KM Financial.

What is Jeffrey Kirkman, Aif's email address?

Jeffrey Kirkman, Aif's email address is ki****@****kms.com

What is Jeffrey Kirkman, Aif's direct phone number?

Jeffrey Kirkman, Aif's direct phone number is +131358*****

What schools did Jeffrey Kirkman, Aif attend?

Jeffrey Kirkman, Aif attended Michigan State University, Siena Heights University, Grosse Pointe North High School.

What are some of Jeffrey Kirkman, Aif's interests?

Jeffrey Kirkman, Aif has interest in Investments, Sports, History, Reading.

What skills is Jeffrey Kirkman, Aif known for?

Jeffrey Kirkman, Aif has skills like Investment Advisory, Retirement Planning, Mutual Funds, Investments, Financial Advisory, Wealth Management, Strategic Financial Planning, Estate Planning, Securities, Business Relationship Management, Insurance, Alternative Investments.

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