Unclaimed
Ronald Bare is an Investment Advisor Representative at Bare Wealth Advisors, a financial advisory firm located in Gap, Pennsylvania. Ronald has been in the financial services industry since 1996 and has a wide range of experience in financial planning, investment management, and insurance. He is a Certified Financial Planner™ professional. Ronald is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals. Ronald is also a trustee for his aunt and uncle's trusts, and he serves on the Board of Directors for his church.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/16/2023 - Present
Bare Wealth Advisors (GAP PA)
PA
11/12/2002 - 06/05/2024
SECURITIES AMERICA, INC. (GAP PA)
GA
05/09/2001 - 11/12/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
07/22/1996 - 05/10/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
07/22/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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