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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald James Smith is an active financial advisor with Commonwealth Financial Network in Plymouth Meeting, Pennsylvania. Ronald has been in the financial services industry for over 25 years. Prior to joining Commonwealth Financial Network, Ronald was a financial advisor with Securian Financial Services, Inc. in Plymouth Meeting, Pennsylvania and Vanguard Marketing Corporation in Malvern, Pennsylvania. Ronald holds Series 6, Series 63 and SIE licenses. Ronald specializes in providing financial planning services to individuals, corporations, and other businesses. Ronald is committed to helping 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.
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.
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2
PA
10/01/2019 - Present
Commonwealth Financial Network (Plymouth Meeting PA)
PA
02/22/2016 - 10/07/2019
SECURIAN FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
PA
11/27/1995 - 01/28/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 12/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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