Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Kincaid is an investment advisor representative with Creativeone Wealth, LLC. Ronald has been in the industry since 1995 and is registered in Washington. Ronald has a Series 6, Series 63, and Series 26 license. Ronald is also a president and insurance agent for Viable Ventures, Inc. dba Kincaid & Associates, providing insurance sales and life settlements. Ronald focuses on working with individuals, high net worth individuals, investment companies, charitable organizations, corporations, and pension and profit sharing plans.
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.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
05/22/2019 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
WA
09/15/2006 - 05/23/2017
THE O.N. EQUITY SALES COMPANY (SPOKANE WA)
WA
10/06/2000 - 09/22/2006
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SPOKANE WA)
CA
03/29/1996 - 10/10/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 06/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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