Unclaimed
Ron Nussbaum is a registered Investment Advisor Representative with Maverick Value, LLC. Ron's firm is registered with the state of California and primarily manages assets for high net worth individuals. Ron is also a registered Investment Advisor Representative in the state of California and has been registered with the state since October 7, 2014. Ron has been in the investment industry since September 8, 2010. Prior to joining Maverick Value, LLC, Ron worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ron is a Series 63, 65 and 79 licensed individual.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/07/2014 - Present
Maverick Value, LLC (LOS ANGELES CA)
NC
12/19/2011 - 09/12/2012
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
CA
09/08/2010 - 08/19/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
IA
Issued 05/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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