Unclaimed
Ronald Brant is a financial professional with over 40 years of experience in the industry. Ronald is currently registered with LPL Financial LLC in Monroe, Michigan. Ronald previously worked with Lincoln Financial Securities Corporation and New York Life Securities Corp. Ronald holds several licenses, including Series 1, 6, 22, 63, and SIE. He is also a Chartered Financial Consultant. Ronald provides a variety of financial services to clients, including financial planning, portfolio management, insurance, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MI
05/16/2024 - Present
LPL Financial LLC (MONROE MI)
MI
08/19/1985 - 05/21/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (MONROE MI)
NA
10/28/1982 - 09/05/1985
NEW YORK LIFE SECURITIES CORP.
BC
Issued 08/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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