Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Edward McIntire is an investment advisor representative at Merit Financial Advisors. Ronald is a licensed investment advisor representative in Pennsylvania and has experience in the financial services industry. Ronald previously worked at NYLIFE Securities LLC and TFG Wealth Management. Ronald has passed the Series 63, Series 65, and Series 6TO exams and is registered with FINRA. Merit Financial Advisors has been in business for 25 years and is headquartered in Alpharetta, Georgia. The firm manages over $7 billion in assets and specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations.
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.
Consulting fees
1
2
GA
04/03/2023 - Present
Merit Financial Advisors (ALPHARETTA GA)
NJ
01/26/2022 - 10/06/2022
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
IA
Issued 01/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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