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Ronald Herbert Kulberg

Trustmont Financial Group, Inc.

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About Ronald Herbert Kulberg

Ronald Kulberg is a financial advisor with Trustmont Financial Group, Inc. based in Greensburg, PA. Ronald has over 50 years of experience in the financial industry, having started in 1969 and continuing to this day. Ronald is a registered representative in multiple states, including Arizona, California, Florida, Illinois, Michigan, New Jersey, Ohio, Pennsylvania and Texas. Ronald has earned the Series 7TO, Series 24, and Series 63 licenses and is committed to providing clients with professional, personalized financial guidance.

Firm Information

Ronald Kulberg is currently registered with Trustmont Financial Group, Inc.. Trustmont Financial Group, Inc. is a Corporation that was formed on June 16, 1986. It is registered in 51 states and with the SEC, and it is approved and in good standing.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Ronald Kulberg’s Registration & Firm History

PA

02/23/2017 - Present

Trustmont Financial Group, Inc. (GREENSBURG PA)

OH

10/03/2011 - 12/31/2016

FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)

VA

01/11/2010 - 04/27/2011

POTOMAC SECURITIES, LLC (MCLEAN VA)

OH

01/13/1995 - 01/06/2010

FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)

OH

10/13/1989 - 12/31/1994

GREAT LAKES SECURITIES INC. (WORTHINGTON OH)

NY

05/06/1988 - 09/12/1989

NYLIFE SECURITIES INC. (NEW YORK NY)

NA

01/05/1987 - 03/01/1988

CIDCO INVESTMENT SERVICES, INC.

NA

07/07/1978 - 12/16/1986

FIRST CLEVELAND INVESTMENTS, INC.

NA

08/25/1977 - 07/09/1978

WM. C. RONEY & CO.

NA

11/19/1976 - 09/02/1977

FULTON, REID & STAPLES, INC.

NA

04/23/1974 - 12/30/1976

COWEN & CO.

NA

08/24/1973 - 05/10/1974

NA

12/15/1969 - 09/23/1973

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

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Licenses & Designations

BC

Issued 12/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/1980

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Herbert Kulberg.
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