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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ron? Claim Your ProfileRon Kirkpatrick is an investment advisor representative with Kestra Advisory Services, LLC. Ron has been in the industry since 2004 and is currently licensed in Arizona, California, Kentucky, Michigan, Nevada, New York, Oregon, Texas, and Washington. Ron also holds the Series 63, 65, 66 and 7 licenses. Ron has experience working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Kestra Advisory Services, LLC provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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WA
04/19/2016 - Present
Kestra Advisory Services, LLC (LYNNWOOD WA)
WA
07/07/2006 - 06/12/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (LYNNWOOD WA)
NY
06/08/2000 - 03/26/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
01/05/2000 - 06/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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