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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Allan Thompson is a financial advisor currently registered with LPL Financial LLC. He is registered in Michigan as an Investment Advisor Representative and has been in the financial industry since 2001. Ronald has been registered with LPL Financial since 2011, and has also held positions with The Huntington Investment Company and CUSO Financial Services, L.P. Ronald is also registered in Colorado, Florida, Kentucky, New Mexico and Michigan. He holds the Series 7, Series 6, Series 63 and Series 66 licenses. Ronald provides services including consulting, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
05/17/2016 - Present
LPL Financial LLC (MACOMB MI)
MI
10/28/2014 - 05/13/2016
THE HUNTINGTON INVESTMENT COMPANY (CHESTERFIELD MI)
MI
02/18/2011 - 10/22/2014
LPL FINANCIAL LLC (MACOMB TWP. MI)
MI
05/16/2006 - 02/28/2011
CUSO FINANCIAL SERVICES, L.P. (ROSEVILLE MI)
MI
08/03/2001 - 05/10/2006
THE HUNTINGTON INVESTMENT COMPANY (ROMEO MI)
BOTH
Issued 04/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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