Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ollie? Claim Your ProfileOllie Sam Kirkpatrick is a financial advisor who has been working in the industry since 1999. Ollie is currently registered with Schwab Wealth Advisory, Inc. in Colorado and Texas. Ollie holds several licenses and registrations, including Series 7, 63, 66, and SIE. Ollie has also passed Series 4, 9, and 10 principal exams.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
05/12/2023 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 07/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2016
Series 4 - Registered Options Principal Examination
BC
Issued 10/31/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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