Unclaimed
Ronald Diltz is a financial advisor with PFS Investments Inc. based in Orlando, FL. Ronald has been in the financial services industry since March 16, 2005. Ronald is registered with the state of Florida and holds the Series 6, Series 26, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/20/2016 - Present
PFS Investments Inc. (ORLANDO FL)
IA
04/04/2002 - 10/30/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CO
09/15/1998 - 08/10/2001
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
04/15/1997 - 10/05/1998
WMA SECURITIES, INC. (DULUTH GA)
GA
07/02/1992 - 03/03/1997
PFS INVESTMENTS INC. (DULUTH GA)
NA
02/11/1986 - 05/22/1986
FIRST INVESTORS CORPORATION
BC
Issued 07/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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