Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Slatton is a registered representative of Planmember Securities Corp. Ronald has been in the industry since 1996 and is currently licensed in Alabama, Georgia, Indiana, Louisiana, New York, North Carolina, Oklahoma, Pennsylvania, and Tennessee. Ronald has been with Planmember Securities Corp. since 2013 and prior to that was with Veritrust Financial, LLC, Ameritas Investment Corp., Washington Square Securities, Inc., Park Avenue Securities LLC, and Jackson National Financial Services, Inc. Ronald holds Series 6, 63, 65, and SIE licenses and specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Ronald is committed to providing clients with personalized investment advice and guidance to help them achieve their financial goals.
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.
Provides investment supervisory services
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.
1
2
AL
10/11/2016 - Present
Planmember Securities Corp. (NORTHPORT AL)
TX
09/13/2004 - 10/07/2013
VERITRUST FINANCIAL, LLC (AUSTIN TX)
NE
02/04/2003 - 10/13/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CT
02/28/2000 - 10/12/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
09/24/1999 - 03/09/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NA
02/09/1998 - 08/31/1998
NATIONAL PLANNING CORPORATION
CA
07/06/1994 - 08/31/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NA
02/06/1996 - 12/31/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 10/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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