Unclaimed
Ronald Boss is a financial advisor currently registered with Cetera Investment Advisers LLC. Ronald has been in the financial services industry for over 20 years. Ronald holds the Series 66 and Series 7 securities licenses and is licensed in Kansas and Texas. Ronald has also worked at AXA Advisors, LLC and has experience in providing financial advice to individuals, families, and businesses. In addition to financial planning, Ronald also offers other services such as portfolio management, pension consulting, and educational seminars. Ronald is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
1
2
KS
06/29/2023 - Present
Cetera Investment Advisers LLC (WICHITA KS)
KS
11/30/2000 - 05/07/2015
AXA ADVISORS, LLC (WICHITA KS)
BOTH
Issued 1/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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