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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ron? Claim Your ProfileRon Amir is a financial advisor with over 16 years of experience in the financial services industry. Ron has a strong background in providing financial advice and investment management services to individuals, families, and businesses. Ron is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 6, 7, 63, and 66 licenses as well as the SIE exam. Ron is currently registered with Clarity Capital Partners, where Ron provides financial planning, portfolio management, and other investment-related services. Prior to joining Clarity Capital Partners, Ron worked at Western International Securities, Inc., JPMorgan Chase, and Ameriprise Financial Services, Inc..
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
06/02/2023 - Present
Clarity Capital Partners (NEWPORT BEACH CA)
CA
02/19/2019 - 05/31/2023
WESTERN INTERNATIONAL SECURITIES, INC. (Westlake Village CA)
CA
10/01/2012 - 03/06/2019
J.P. MORGAN SECURITIES LLC (TORRANCE CA)
CA
03/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TORRANCE CA)
CA
10/22/2008 - 02/24/2010
AMERIPRISE FINANCIAL SERVICES, INC. (GLENDALE CA)
GA
11/06/2002 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 11/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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