Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Kirkpatrick is a financial advisor currently working at Stratos Wealth Partners, Ltd.. Randy is a registered investment advisor who has been working in the industry since December 2016 and has a Series 6, 7, and 63. Randy also holds the SIE and Series 65 licenses. Randy offers financial planning, portfolio management, and pension consulting services. Randy provides investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm.
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.
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.
Percentage of assets under management with third party managers
1
2
IA
09/11/2017 - Present
Stratos Wealth Partners, Ltd. (CLINTON IA)
IA
Issued 09/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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