Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Letaw is a registered Investment Advisor Representative with Onedigital Investment Advisors, a firm with offices in Overland Park, KS and Tampa, FL. Ronald has over 20 years of experience in the financial services industry. Ronald has been registered as an investment advisor representative since 2000 and holds Series 6, 7, 26, and 66 licenses. Ronald provides financial planning, pension consulting, and 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
07/02/2020 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
FL
05/08/2014 - 12/27/2016
LPL FINANCIAL LLC (TAMPA FL)
GA
05/18/2012 - 04/04/2014
ING FINANCIAL PARTNERS, INC. (ATLANTA GA)
GA
07/28/2004 - 04/04/2014
ING FINANCIAL ADVISERS, LLC (ATLANTA GA)
MD
08/17/2000 - 07/19/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 09/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Ronald Letaw is the right advisor for you? Invested Better is here to help.
