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Rena Kirkman

Raymond James Financial Services, Inc.

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About Rena Kirkman

Rena Kirkman is a financial professional with over 7 years of experience in the industry. Rena is currently registered with Raymond James Financial Services, Inc. and holds the Series 99 and SIE licenses. Rena previously worked at FIRST WESTERN ADVISORS.

Firm Information

Rena Kirkman is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rena Kirkman’s Registration & Firm History

UT

10/07/2020 - Present

Raymond James Financial Services, Inc. (Salt Lake City UT)

UT

05/22/2012 - 09/27/2019

FIRST WESTERN ADVISORS (HOLLADAY UT)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rena Kirkman.
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