Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Eugene Perez is an active investment advisor representative. Ronald has been in the industry since 2001 and is currently registered with Lincoln Investment. Ronald is also registered in a number of states as an investment advisor representative and is a licensed investment advisor. Ronald holds several securities licenses including Series 6, Series 63 and Series 65. Ronald has been registered with Legend Equities Corporation from 2001 to 2017. Ronald has experience with a wide range of clients, including individuals, high net worth individuals, corporations, and charitable organizations. Ronald has a strong track record of providing financial planning and portfolio management services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
04/30/2024 - Present
Lincoln Investment (IRVINE CA)
CA
04/05/2001 - 01/03/2017
LEGEND EQUITIES CORPORATION (IRVINE CA)
IA
Issued 06/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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