Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald D Pellek is an investment advisor representative who has been in the industry since December 2005. Ronald is currently registered with Avantax Advisory Services. Ronald's experience includes work with RP Tax Service, Avantax Investment Services, Inc., and Avantax Advisory Services. Ronald holds Series 66, Series 7 and SIE licenses. Ronald is registered in South Carolina and provides financial planning and portfolio management services to high net worth individuals, pension and profit sharing plans, and corporations or other businesses. Ronald is a member of Aksala Wealth.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
SC
01/10/2018 - Present
Avantax Advisory Services (Myrtle Beach SC)
BOTH
Issued 12/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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