Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Merry is a financial advisor at Principal Securities, Inc. Ronald is a seasoned professional with over 38 years of experience in the financial services industry. Ronald has a strong track record of helping clients achieve their financial goals. Ronald holds several licenses and certifications, including Series 6, 7, 24, and 63. Ronald is also a Chartered Financial Consultant. These credentials demonstrate Ronald's commitment to providing high-quality financial advice. Ronald is passionate about helping clients achieve their financial goals. Ronald takes a personalized approach to advising, working closely with each client to develop a customized plan. Ronald is also a strong advocate for his clients, working to protect their interests. In addition to his work at Principal Securities, Inc., Ronald is also involved in the community. Ronald serves as a board member for the Sun River Skeet Club and as an Affiliate Director for NAIFA Montana.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MT
03/08/2021 - Present
Principal Securities, Inc. (GREAT FALLS MT)
BC
Issued 09/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Merry is the right advisor for you? Invested Better is here to help.
