Featured Business Financial Advisor in Woodland Hills, CA
Woodland Hills Financial Advisors
Western International Securities
21900 Burbank Boulevard, 3rd Floor
Woodland Hills, CA 91367
(574) 261-0014
“Your Financial Future”
Advisor Profile
Kirk Miller
Name:  Kirk Miller
Phone Number:  (574) 261-0014
Website:  Visit Website

About Western International Securities

Western International Securities, Inc. was founded in 1995 to
combine the same full service of the nation?s largest
financial institutions with the personal touch that is missing
in so many firms today.

Our clearing relationships with National Financial Services
Inc, and Pershing, LLC assure access to some of the most highly
regarded research and market analysis. In addition, through
extensive electronic news sources and databases, we can quickly
provide market analysis and background information on literally
thousands of investment possibilities throughout the world. NFS
and Pershing offers state-of-the-art account access and online
client reporting capabilities and is well regarded on the
street for it's superior technology, service and support.
Through these relationships, our Representatives have access
to a full array of products and services as well as advanced
trading capabilities, block trading, fixed income desks and
managed account programs.
 

General Information

CRD#:    5004970
Firm CRD#:    39262
Insurance License#:    0H62568
Name of Broker/Dealer:    Western International Securities
Name of Custodial Firm:    Fidelity
States Licensed in:    AZ, CA, FL, MD, MI, NV, TX, VA, WA, WV
States Willing to do Business in:    Agoura Hills,Beverly Hills,Burbank,Calabasas,Chatsworth,Encino,Glendale,Granada Hills,Los Angeles,Malibu,Manhattan Beach,Marina Del Rey,North Hills,North Hollywood,Northridge,Pacific Palisades,Porter Ranch,Redondo Beach,Reseda,San Fernando,Santa Monica,Sherman Oaks,Simi Valley,Studio City,Tarzana,Thousand Oaks,Topanga,Valley Village,Van Nuys,Venice,West Hills,West Hollywood,Westlake Village
Years of Experience in Financial Services:    11
Number of Years with Current Firm:    1
I work with the following types of clients:    Businesses, Individual Investors, Investment Clubs, Non-Profit Organizations
 

Services

Investment Types:    Mortgages & Real Estate, Stocks, Mutual Funds, Bonds, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), FOREX & Currency, Annuities, Insurance
I can meet clients in the following ways:    Via email, At your home, At my office, Via phone, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA Finance - University of Notre Dame
Securities Licenses:    Series 66, Series 7, Series 63
Insurance and Annuity Licenses:    Annuity, Variable Annuity, Health, Life, Long Term Care
 

Firm Information

Assets Managed by Firm:    $12,000,000,000
Advisor's Number of Clients:    60
Advisor's Number of Managed Clients:    60
Advisor's Number of Planning Clients:    60
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    50000
Compensation Methods:    Subscriptions, Flat Fee, Based on Assets, Commissions
Additional Details on Charges:    For those individuals who just want a financial
plan the minimum charge is $1500. This would
typically be included for managed accounts where
fees are in excess of the $1500
 
 
 
Prepared By: Kirk Miller

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