Unclaimed
Ronald Hongo is a financial advisor with LPL Financial LLC based in North Syracuse, New York. Ronald has been in the financial services industry since November 2005. Ronald has experience in various aspects of financial services, including investment advisory, tax preparation, and accounting 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.
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.
Consulting and other non-discretionary advisory 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
NY
10/26/2023 - Present
LPL Financial LLC (NORTH SYRACUSE NY)
NY
11/30/2005 - 11/03/2023
AVANTAX INVESTMENT SERVICES, INC. (NORTH SYRACUSE NY)
BC
Issued 04/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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