Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Bernstein is a financial advisor with over 30 years of experience. Ronald has been a registered representative with the Financial Industry Regulatory Authority (FINRA) since 1992 and is also a Certified Financial Planner™ professional. Ronald currently works with Lincoln Investment and Capital Analysts and has experience with a number of other firms including LEGEND EQUITIES CORPORATION, LEGEND CAPITAL CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., and H.D. VEST INVESTMENT SECURITIES, INC. Ronald works with a wide range of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Ronald Bernstein is dedicated to helping his clients 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
03/25/2021 - Present
Lincoln Investment (GREAT NECK NY)
NY
01/05/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (GREAT NECK NY)
FL
12/03/1993 - 01/03/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
AZ
07/28/1993 - 12/06/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
12/01/1992 - 07/29/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 11/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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