Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Bruce Sussman is a financial advisor with over 30 years of experience in the financial services industry. Ronald is currently registered as a Registered Representative and Investment Advisor Representative with TLG Advisors, Inc. in Littleton, Colorado and Voorhees, New Jersey. Ronald has previously held positions at Cantella & Co., Inc., CPI Capital, Robert Thomas Securities, Inc, AEGON USA Securities Inc., Royal Alliance Associates, Inc., First Colonial Securities Group, Inc., Integrated Resources Equity Corporation, FSC Securities Corporation and USLIFE Equity Sales Corp. Ronald's areas of expertise include portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, pension consulting and educational seminars. Ronald provides advisory services to individuals, corporations, high net worth individuals, charitable organizations, pension and profit sharing plans, and insurance companies. Ronald is a Series 63, Series 65, and Series 24 licensed professional.
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.
Placement of institutional funds
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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2
CO
08/21/2018 - Present
TLG Advisors, Inc. (LITTLETON CO)
NJ
09/17/2012 - 07/23/2018
CANTELLA & CO., INC. (VOORHEES NJ)
NJ
10/15/1998 - 09/17/2012
CPI CAPITAL (VOORHEES NJ)
FL
01/07/1997 - 09/11/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
04/29/1996 - 12/16/1996
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
AZ
02/16/1994 - 04/02/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
04/10/1990 - 03/04/1994
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
AZ
11/19/1989 - 04/27/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/10/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/19/1986 - 09/12/1988
FSC SECURITIES CORPORATION
NA
01/30/1984 - 05/07/1986
USLIFE EQUITY SALES CORP.
IA
Issued 02/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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