Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Alan Hall is a financial advisor with Monarch Plan Advisors. Ronald has been in the financial services industry for over 15 years and has experience providing advisory services for individuals and businesses. Ronald has a Series 63 and 65 license. Ronald previously worked at Ascensus Broker Dealer Services, LLC, and Principal Securities, Inc. Ronald provides retirement plan consulting to individual businesses in addition to providing retirement plan consulting services through Monarch Plan Advisors.
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.
Guidance on pension options to ensure a secure financial future.
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
10/23/2023 - Present
Monarch Plan Advisors (SIMI VALLEY CA)
MA
08/19/2022 - 07/31/2023
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
NC
04/20/2022 - 07/12/2022
PRINCIPAL SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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