Unclaimed
Ronald Dobro is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Ronald has been in the financial services industry since 1988 and has been registered with Cambridge Investment Research Advisors, Inc. since 2005. Ronald holds Series 63, Series 7, and SIE licenses and is registered in Ohio. Ronald is affiliated with the Canfield, OH branch of Cambridge Investment Research Advisors, Inc. Ronald provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and 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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (CANFIELD OH)
MN
04/20/1988 - 07/19/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/20/1988 - 07/19/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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