Unclaimed
Ronald Bangle is a registered investment advisor representative with Gradient Advisors, LLC. Ronald has been in the securities industry since 1987. Ronald is also registered in the state of Kansas as an Investment Advisor Representative with Gradient Advisors, LLC. Ronald Bangle is a Series 63 and Series 65 licensed representative. Ronald's previous affiliations include Fortis Investors, Inc., Sunamerica Securities, Inc., Southmark Financial Services, Inc., and New England Securities Corporation. Ronald's experience includes providing financial planning, portfolio management for individuals and businesses, and retirement planning. Ronald also has experience in insurance sales.
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.
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.
Referral fees
1
2
KS
04/06/2017 - Present
Gradient Advisors, LLC (Wichita KS)
NA
11/12/1990 - 12/31/1994
FORTIS INVESTORS, INC.
NA
11/02/1989 - 11/05/1990
SUNAMERICA SECURITIES, INC.
NA
07/11/1988 - 05/23/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
12/18/1987 - 07/23/1988
NEW ENGLAND SECURITIES CORPORATION
IA
Issued 03/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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