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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Henry Somers is an investment advisor representative registered with Verity Asset Management. Ronald has been active in the industry since April 2009. Ronald has passed the Uniform Investment Adviser Law Examination, Series 65. Ronald holds the following specializations: 1, 2, 3, 4, 5, 6, and 7. Ronald is registered with the state of Florida as an Investment Advisor.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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
NC
08/17/2020 - Present
Verity Asset Management (DURHAM NC)
IA
Issued 06/18/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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