Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Mentzer is an investment advisor representative associated with Missionsquare Retirement. Ronald has over 25 years of experience in the financial services industry. He is a licensed investment advisor in both Virginia and the District of Columbia. Ronald is registered to offer financial advice to individuals, high-net-worth individuals, insurance companies, and corporations or other businesses. He is also qualified to provide portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
01/02/2019 - Present
Missionsquare Retirement (RICHMOND VA)
VA
10/27/2015 - 12/19/2018
CAPITOL SECURITIES MANAGEMENT, INC. (Glen Allen VA)
MD
05/03/2012 - 05/29/2014
WASHINGTON SECURITIES CORPORATION (CHEVY CHASE MD)
VA
03/04/2009 - 04/15/2010
FULCRUM SECURITIES, INC. (RESTON VA)
VA
06/27/2003 - 06/25/2008
BI INVESTMENTS, LLC (VIRGINIA BEACH VA)
CA
03/20/2000 - 07/03/2001
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
MN
10/09/1998 - 03/29/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
CA
03/23/1994 - 01/28/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
OR
01/07/1992 - 05/14/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NJ
01/18/1988 - 02/04/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
07/22/1987 - 10/14/1987
SHERWOOD CAPITAL, INC.
BOTH
Issued 01/26/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 05/05/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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