Unclaimed
Ronald Barnette is a financial advisor with Cuso Financial Services, LP. Ronald has been in the financial services industry since 2002 and has a broad range of experience. Ronald has previously worked for Ameriprise Financial Services, Inc. as well as U.S. Bancorp Investments, Inc. Ronald holds the Series 7 and Series 66 securities licenses as well as the SIE. Ronald is a Certified Financial Planner. Ronald is registered to provide investment advice in Arizona, California, Colorado, Florida, Idaho, Montana, Nevada, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Texas and Washington.
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
OR
03/12/2018 - Present
Cuso Financial Services, LP (Hood River OR)
OR
11/18/2013 - 08/01/2017
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
OR
08/14/2012 - 11/04/2013
CETERA INVESTMENT SERVICES LLC (WILSONVILLE OR)
NV
08/01/2011 - 02/01/2012
AMERIPRISE FINANCIAL SERVICES, INC. (HENDERSON NV)
NV
10/09/2009 - 07/14/2011
TD AMERITRADE, INC. (LAS VEGAS NV)
NV
07/29/2002 - 07/10/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HENDERSON NV)
MN
07/29/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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