Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Barton is a registered investment advisor representative with Lighthouse Wealth Strategies, LLC. Ronald is a securities professional with extensive experience in the financial services industry. Ronald has previously held positions at several firms, including TruToro, Wells Fargo Clearing Services, LLC, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., Dain Rauscher Incorporated, Piper Jaffray Inc., Smith Barney Shearson Inc., and Lehman Brothers Inc. Ronald is committed to providing personalized financial advice to help individuals and families reach 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.
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.
A percentage of the total value of assets under management is charged.
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WA
02/21/2019 - Present
Lighthouse Wealth Strategies, LLC (GIG HARBOR WA)
WA
02/20/2018 - 01/03/2023
TRUTORO (Gig Harbor WA)
WA
01/16/2009 - 06/19/2017
WELLS FARGO CLEARING SERVICES, LLC (TACOMA WA)
WA
04/02/2007 - 01/20/2009
MORGAN STANLEY & CO. INCORPORATED (GIG HARBOR WA)
WA
09/07/2004 - 04/02/2007
MORGAN STANLEY DW INC. (GIG HARBOR WA)
NY
05/09/2000 - 09/23/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/02/1998 - 05/09/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
11/14/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
01/28/1994 - 12/10/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
07/31/1993 - 02/09/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
12/03/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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