Unclaimed
Ronald Myers is an Investment Advisor Representative with Advisory Alpha, LLC. Ronald is licensed in Ohio. Ronald has been in the financial industry since 2006. Ronald has a series 63, 65 license. Ronald's experience includes working for Harbor Funds Distributors, Inc. in Toledo, Ohio. Ronald has experience with Citizen Advisory Group in Perrysburg, Ohio. Ronald's firm, Advisory Alpha, LLC, manages assets for high-net-worth individuals, other investment advisors, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Advisory Alpha, LLC's services include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
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MI
09/08/2020 - Present
Advisory Alpha, LLC (HOLLAND MI)
OH
06/27/2006 - 05/01/2008
HARBOR FUNDS DISTRIBUTORS, INC. (TOLEDO OH)
IA
Issued 06/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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