Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald John Seegers is a financial advisor with Fidelity Personal AND Workplace Advisors and has been in the industry for over 23 years. He is a Chartered Financial Consultant. His experience in the industry includes previous roles at NYLIFE SECURITIES LLC and NYLIFE DISTRIBUTORS LLC. Ronald has a wide range of experience and expertise, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ROCKVILLE MD)
VA
08/30/2013 - 08/13/2015
NYLIFE SECURITIES LLC (VIENNA VA)
NJ
08/22/2000 - 10/26/2011
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
NY
07/07/1997 - 09/01/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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