Kurt Ro, financial advisor West Palm Beach FL

Kurt Ro

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kurt Ro
Phone Number: 1-800-942-8300
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
By the Numbers
  • Total Assets Under Management
    7,675
    MILLIONS
  • Total Number of Accounts
    45,032
    ACCOUNTS
  • Average Account Value
    $170,433
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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