Unclaimed
Ronald Chrysler Hauf is a financial advisor with Osaic Wealth, Inc., based in Whitefish, MT. Ronald has been a registered representative in the securities industry since 1984. Ronald is licensed to sell securities in multiple states including California, Colorado, Idaho, Maryland, Montana, Nevada, Oregon, Pennsylvania, Virginia and Washington. Ronald provides financial planning, pension consulting, educational seminars, and portfolio management services. He specializes in serving high-net-worth individuals, corporations and other businesses, as well as pension and profit-sharing plans.
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
MT
06/14/2024 - Present
Osaic Wealth, Inc. (WHITEFISH MT)
MT
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WHITEFISH MT)
MT
09/27/2007 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (WHITEFISH MT)
MT
07/19/2006 - 10/01/2007
GENEOS WEALTH MANAGEMENT, INC. (WHITEFISH MT)
WA
03/14/2000 - 07/25/2006
SECURITIES AMERICA, INC. (SPOKANE WA)
NY
07/31/1993 - 10/29/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/03/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
04/07/1988 - 06/14/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/02/1985 - 04/28/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
05/24/1984 - 09/12/1985
MCLAUGHLIN, PIVEN, VOGEL INC.
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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