Kurt RoCRD Number: 7094402
Current Firm: Citizens Securities, Inc.
Kurt Ro (CRD# 7094402) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Palm Beach, FL and has over 3 years of experience in the finance industry.
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|Citizens Securities, Inc.||Philadelphia, PA||Sep 2021 - Current||1|
|Thrivent Financial||Appleton, WI||Nov 2019 - Jul 2021||1|
|Thrivent Investment Management Inc.||Philadelphia, PA||Jun 2019 - Jul 2021||2|
|Thrivent Financial||Appleton, WI||Jun 2019 - Nov 2019||< 1|
|Unemployed||Philadelphia, PA||Jun 2018 - Jun 2019||1|
|Fcm Travel Solutions||Philadelphia, PA||May 2015 - Jun 2018||3|
|Clarifi||Philadelphia, PA||Jan 2013 - May 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management7,675MILLIONS
Total Number of Accounts45,032ACCOUNTS
Average Account Value$170,433
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.