Unclaimed
Ronald Scharer is a financial advisor with Commonwealth Financial Network, a well-established firm with over 3,300 investment advisor representatives nationwide. Ronald's extensive experience in the financial services industry dates back to 1974. He has specialized in various aspects of financial planning, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Ronald holds multiple professional designations, including Certified Financial Planner and Chartered Financial Consultant. He is registered as an investment advisor representative in Ohio. Ronald is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals. Ronald's previous experience includes positions with CETERA Advisor Networks LLC, American Pacific Securities Corporation, Universal Heritage Investments Corporation and Linsco Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
05/25/2016 - Present
Commonwealth Financial Network (Marion OH)
OH
04/10/1989 - 05/25/2016
CETERA ADVISOR NETWORKS LLC (MARION OH)
NA
08/15/1985 - 04/10/1989
AMERICAN PACIFIC SECURITIES CORPORATION
NA
10/29/1984 - 08/20/1985
UNIVERSAL HERITAGE INVESTMENTS CORPORATION
NA
08/01/1974 - 11/13/1984
LINSCO CORPORATION
IA
Issued 06/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/06/1988
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 07/27/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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