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Ronald Clark Finke has been a Registered Representative for over 40 years. Ronald Finke is an Investment Advisor Representative with Stewardship Capital, located in Independence, Missouri. Ronald Finke has a Series 6, 7, 22, 63 and 65 license. Stewardship Capital manages over $136 million in assets for individuals, charities, and businesses.
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.
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.
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2
MO
01/24/2013 - Present
Stewardship Capital (INDEPENDENCE MO)
MO
02/02/2001 - 09/22/2003
MOLONEY SECURITIES CO., INC. (MANCHESTER MO)
CO
10/31/2000 - 02/02/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
02/01/1994 - 11/06/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
02/17/1983 - 02/03/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 04/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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