Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Bryan Sultzbach has been in the financial services industry since August 4, 1996. Ronald is currently registered with Cambridge Investment Research Advisors, Inc. as a Registered Representative and Investment Advisor Representative. Ronald is also a Registered Representative in Texas. Previously, Ronald was registered with Securities Service Network, Inc., BrokersXpress LLC, Janney Montgomery Scott LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Ronald has passed the Series 6, 7, 63, and 65 exams. Ronald holds licenses in Arizona, California, Connecticut, Delaware, Florida, Maryland, New Jersey, Pennsylvania, Rhode Island, South Carolina, and Texas. Ronald is a registered Investment Advisor Representative in Pennsylvania and Texas. Ronald's areas of specialization include insurance, retirement planning, college planning, financial planning, and business consulting. Ronald also provides investment advice to individuals and families. Ronald's experience and expertise help him provide clients with a wide range of financial services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
01/05/2018 - Present
Cambridge Investment Research Advisors, Inc. (Lancaster PA)
PA
06/02/2011 - 12/31/2017
SECURITIES SERVICE NETWORK, INC. (LANCASTER PA)
PA
03/20/2009 - 06/02/2011
BROKERSXPRESS LLC (LANCASTER PA)
PA
11/17/2003 - 04/01/2009
JANNEY MONTGOMERY SCOTT LLC (LANCASTER PA)
MA
07/29/1996 - 11/13/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/29/1996 - 11/13/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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