Unclaimed
Ronald Castor is a Certified Public Accountant with over 23 years of experience in the financial services industry. Ronald currently works as an Investment Advisor Representative with Cetera Investment Advisers LLC. Ronald has been registered with the state of Kansas since 2004 and holds Series 66, Series 7 and SIE licenses. Ronald’s previous experience includes roles at VESTAX SECURITIES CORPORATION, CUDNEY ECORD MCENROE & MOLLANE, CPA, PROSPERITY NETWORK, INC., and CETERA ADVISORS LLC. Ronald specializes in providing financial planning services for individuals, businesses, and charitable organizations. Ronald is also a Board Member and Treasurer for SLEEPYHEAD BEDS. Ronald's office is located in Overland Park, KS.
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.
1
2
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
OH
11/17/2000 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
BOTH
Issued 12/5/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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