Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirstin? Claim Your ProfileKirstin Ricketts is a financial advisor who has been in the industry since 2005. Kirstin has a wide range of experience in the financial services industry and has held various roles at several firms, including Principal Securities, Inc., Sunset Financial Services, Inc., and LPL Financial LLC. Kirstin is currently registered with LPL Financial LLC as a Registered Representative. Kirstin holds several licenses and certifications, including the Series 6, 7, 24, 63, and 66 exams, as well as the SIE. Kirstin also holds the Certified Financial Planner designation. Kirstin is dedicated to providing clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
CA
10/02/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
NE
04/16/2007 - 09/29/2023
PRINCIPAL SECURITIES, INC. (OMAHA NE)
NE
01/20/2005 - 04/16/2007
SUNSET FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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