Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ron? Claim Your ProfileRon Freund is a registered representative with Western International Securities, Inc. and The Social Equity Group, Inc.. Ron has been in the securities industry since June 1984 and is licensed in California and Texas. Ron is a highly experienced financial professional with a wide range of experience in the financial services industry. Ron specializes in portfolio management, financial planning, and pension consulting. Ron provides financial services to a range of clients, including individuals, corporations, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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CA
10/04/2024 - Present
Western International Securities, Inc. (Emeryville CA)
CA
11/02/1992 - 08/21/2017
FINANCIAL WEST GROUP (EMERYVILLE CA)
ME
06/28/1984 - 04/27/1993
WORKING ASSETS CAPITAL MANAGEMENT (PORTLAND ME)
ME
02/08/1988 - 11/02/1992
PARNASSUS INVESTMENTS (PORTLAND ME)
BC
Issued 03/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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