Unclaimed
John Connor Ronan is an Investment Advisor Representative at RWA Wealth Partners, LLC. John has been working in the financial services industry since 2018 and has a Series 65 license. John specializes in working with individuals, families, and corporations. John's advisory services include financial planning, estate planning, and portfolio management. John is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
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MA
11/13/2024 - Present
RWA Wealth Partners (NEWTON MA)
IA
Issued 01/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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