Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Kevin Cluck is a financial advisor with over 40 years of experience in the financial services industry. Rick is registered with The Ameriflex Group and is a Certified Financial Planner. Rick also has experience with other firms including Sagepoint Financial, Inc., Securities America, Inc., Lincoln Financial Securities Corporation, Princor Financial Services Corporation, and The Prudential Insurance Company of America. Rick's primary office is in Las Vegas, Nevada but he has also worked in Scottsdale, Arizona, Des Moines, Iowa, Newark, New Jersey, and La Vista, Nebraska. Rick specializes in providing financial planning, pension consulting, and portfolio management for individuals. Rick's experience allows him to provide a wide range of services to his clients.
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.
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.
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2
NV
01/02/2021 - Present
THE Ameriflex Group (LAS VEGAS NV)
AZ
11/02/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
02/13/2009 - 11/06/2018
SECURITIES AMERICA, INC. (SCOTTSDALE AZ)
AZ
04/11/2001 - 02/13/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (SCOTTSDALE AZ)
IA
07/09/1999 - 04/06/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
10/19/1982 - 04/23/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/19/1982 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/05/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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