Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Blau is a financial advisor registered with Capital Synergy Partners. Ronald has been in the industry since 1998 and is currently registered with the state of California as an Investment Advisor Representative. Prior to joining Capital Synergy Partners, Ronald held positions at several other firms including Equity Services, Inc., Financial West Group, 1717 Capital Management Company, Metlife Securities Inc., Metropolitan Life Insurance Company, and Signator Investors, Inc. Ronald holds Series 6, Series 22, Series 63 and Series 65 licenses. Ronald offers financial planning, selection of other advisors, and portfolio management for individuals.
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.
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.
Csp receives third party referral, selection & monitoring fees
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2
AZ
06/08/2012 - Present
Capital Synergy Partners (SCOTTSDALE AZ)
AZ
03/15/2010 - 06/02/2011
EQUITY SERVICES, INC. (SCOTTSDALE AZ)
AZ
04/23/2004 - 03/15/2010
FINANCIAL WEST GROUP (SCOTTSDALE AZ)
DE
06/03/2002 - 05/04/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
01/15/2002 - 07/26/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/15/2002 - 06/17/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
05/18/1998 - 01/03/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 05/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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