Unclaimed
Ronald Geurkink is a financial advisor with over 30 years of experience in the industry. Ronald has been registered with Momentum Independent Network Inc. since 2017. Before that, he was a registered representative with 1st Global Capital Corp. and H.D. Vest Investment Securities, Inc. Ronald also has experience as a CPA and owner of R. Mark Geurkink CPA, PLC. Ronald is a Series 7, 63, and 66 licensed financial advisor.
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.
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.
12b-1 fees
1
2
OK
11/16/2017 - Present
Momentum Independent Network Inc. (Norman OK)
OK
07/31/2009 - 09/01/2017
1ST GLOBAL CAPITAL CORP. (NORMAN OK)
NA
09/14/1989 - 12/31/1992
H.D. VEST INVESTMENT SECURITIES, INC.
NA
07/25/1986 - 10/12/1988
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
06/25/1986 - 08/01/1986
FIRST AFFILIATED SECURITIES, INC.
BOTH
Issued 08/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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