Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Pacatte is a registered representative with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Kirk has been working in the financial industry for over 22 years. Kirk is licensed in both Illinois and Missouri and holds the following licenses: Series 66, Series 24, Series 7, and Series SIE. Kirk has worked in the financial services industry with several firms, including NFP ADVISOR SERVICES, LLC, M HOLDINGS SECURITIES, INC., and ROYAL ALLIANCE ASSOCIATES, INC. Kirk specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
1
2
MO
01/18/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
IL
02/28/2005 - 02/22/2016
NFP ADVISOR SERVICES, LLC (HIGHLAND IL)
OR
06/05/2003 - 02/28/2005
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
AZ
07/20/2000 - 06/17/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 09/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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