Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Guiler is a financial advisor with Independent Financial Partners. Ronald has been a registered representative for over 40 years and has a diverse background in financial services, including experience in tax preparation and accounting. Ronald holds the Series 7, Series 22, Series 24 and Series 63 licenses, as well as the SIE exam. Ronald's experience allows him to provide clients with a wide range of financial services, including financial planning, portfolio management, and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
09/17/2021 - Present
Independent Financial Partners (MIAMI FL)
FL
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (MIAMI FL)
FL
01/30/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (MIAMI FL)
MA
11/21/1996 - 12/31/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
AZ
03/15/1995 - 11/25/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
03/08/1993 - 12/20/1994
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
FL
08/06/1983 - 03/25/1991
INVESTACORP, INC. (MIAMI FL)
NA
01/27/1982 - 05/12/1983
FIRST FINANCIAL INVESTMENT SERVICES, INC
BC
Issued 10/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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