Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Kofstad is an investment advisor representative at Osaic Wealth, Inc. located in Presque Isle, Maine. Ronald has been in the financial industry for over 30 years. Ronald is registered with the state of Maine and is also a FINRA registered representative. Ronald has extensive experience in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Ronald previously worked at Signator Investors, Inc., Hornor, Townsend & Kent, Inc., and MML Investors Services, LLC.
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.
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.
1
2
ME
11/02/2018 - Present
Osaic Wealth, Inc. (PRESQUE ISLE ME)
ME
11/08/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (PRESQUE ISLE ME)
ME
01/31/2012 - 04/02/2013
HORNOR, TOWNSEND & KENT, INC. (PRESQUE ISLE ME)
ME
12/09/2004 - 12/09/2011
MML INVESTORS SERVICES, LLC (PRESQUE ISLE ME)
NY
09/17/2001 - 07/06/2004
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
10/18/2000 - 09/20/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
12/17/1998 - 10/18/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
WI
05/13/1997 - 12/17/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/13/1997 - 12/17/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
09/18/1995 - 02/11/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
ME
09/15/1994 - 11/01/1995
MEANS INVESTMENT CO., INC. (BANGOR ME)
NY
04/18/1994 - 08/16/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
WI
01/25/1993 - 03/29/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
01/25/1993 - 03/29/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
02/25/1991 - 10/16/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 06/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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