Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Anthony Manso is an Investment Advisor Representative with Avantax Advisory Services. Ronald is a CERTIFIED FINANCIAL PLANNER™ professional and has over 30 years of experience in the financial services industry. Ronald has been registered with Avantax Advisory Services since October 2019. Prior to that, Ronald was registered with 1ST GLOBAL CAPITAL CORP. from April 2009 to October 2019. Ronald holds Series 63 and Series 7 licenses. Ronald is registered to provide advisory services in Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Maine, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Tennessee, Texas, Washington, West Virginia and Wisconsin.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
02/05/2024 - Present
Avantax Advisory Services (Woodridge IL)
IL
04/07/2009 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ELK GROVE VILLAGE IL)
IL
09/25/1992 - 05/06/2009
SECURITIES AMERICA, INC. (ELK GROVE VILLAGE IL)
NA
08/18/1992 - 09/09/1992
SECURITIES AMERICA, INC.
WI
11/15/1988 - 08/21/1992
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
NA
10/22/1985 - 12/03/1988
W. S. GRIFFITH & CO., INC.
BC
Issued 04/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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