Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olen? Claim Your ProfileOlen Kirkpatrick has been in the financial services industry since 1987. Currently, Olen Kirkpatrick is a registered representative of Money Concepts Capital Corp. and has been with the firm since 2016. Prior to joining Money Concepts Capital Corp., Olen Kirkpatrick was registered with SAGEPOINT FINANCIAL, INC., NEXT FINANCIAL GROUP, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, INTERVEST INTERNATIONAL EQUITIES CORPORATION, WOODBURY FINANCIAL SERVICES, INC., TITAN/VALUE EQUITIES GROUP, INC., EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Olen Kirkpatrick is licensed to sell securities in Alabama, Florida, Ohio, Virginia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
OH
06/02/2016 - Present
Money Concepts Capital Corp. (Franklin OH)
OH
08/30/2011 - 05/02/2016
SAGEPOINT FINANCIAL, INC. (FRANKLIN OH)
OH
04/30/2010 - 09/02/2011
NEXT FINANCIAL GROUP, INC. (FRANKLIN OH)
OH
04/07/2004 - 05/18/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (FRANKLIN OH)
CO
05/02/2002 - 04/12/2004
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MN
02/26/1994 - 05/09/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CA
06/20/1988 - 02/16/1994
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NY
06/09/1987 - 07/05/1988
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/09/1987 - 07/05/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
04/29/1987 - 05/14/1987
EQUITY ANALYSTS INC.
BC
Issued 08/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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