Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Halterman is an investment advisor representative for Private Advisor Group, LLC. Ronald has over 16 years of experience in the financial services industry. He specializes in financial planning, portfolio management, and pension consulting. Ronald is a Certified Financial Planner® professional. He works with a variety of clients, including individuals, families, businesses, and retirement plans. Ronald is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
Solicitation/referral
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/referral fees
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2
MA
07/26/2024 - Present
Private Advisor Group, LLC (Needham MA)
MA
03/13/2009 - 10/04/2022
WESTON SECURITIES CORPORATION (WELLESLEY MA)
MA
03/24/2006 - 02/08/2008
SIGNATOR INVESTORS, INC. (WEST BOROUGH MA)
IA
Issued 07/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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