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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 Rotenberg is an investment advisor representative with HBW Advisory Services LLC. Ron is registered with the state of California and has been in the industry since 2003. Ron has Series 6, Series 63 and Series 65 licenses. Ron's previous employers include HBW Securities LLC, American General Securities Incorporated and Great American Advisors, Inc.. Ron is currently located at 2655 1ST STREET, SUITE 250, SIMI VALLEY, CA, 93065, the main office of HBW Advisory Services LLC. Ron specializes in retirement planning, estate planning, college savings, insurance and financial planning for individuals and business owners. Ron is a trusted advisor to his clients, and he is committed to helping them achieve their financial goals.
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.
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
09/11/2009 - Present
HBW Advisory Services LLC (SIMI VALLEY CA)
CA
01/24/2006 - 12/31/2012
HBW SECURITIES LLC (TORRANCE CA)
TX
10/31/2003 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
OH
06/30/2003 - 10/31/2003
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IA
Issued 09/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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