Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Bergmann is a financial advisor with over 40 years of experience in the industry. Ronald is currently registered with American Portfolios Advisors, Inc, based in Holbrook, NY. Ronald has a diverse background, having worked at several firms including Nathan & Lewis Securities, Inc., MFI Investments Corp., and First Investors Corporation. Ronald has a broad range of licenses and registrations, including Series 7, Series 63, Series 65, and SIE exams. Ronald is also registered in numerous states and holds various registrations with FINRA. In addition to his work at American Portfolios Advisors, Inc., Ronald also owns and operates American Premier Financial Group, providing insurance products and services, corporate benefits, and wealth management strategies.
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.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
05/07/1996 - 09/17/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
07/26/1991 - 05/09/1996
MFI INVESTMENTS CORP. (BRYAN OH)
NJ
09/01/1980 - 07/29/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 2/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 8/15/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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