Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Burkard is an investment advisor representative at Centaurus Financial, Inc. Ronald has been in the securities industry since 1996, and has experience in providing financial planning, portfolio management, and pension consulting services. Ronald is registered with the state of California. Centaurus Financial, Inc. is a financial services firm that provides a range of services to individuals and businesses, including financial planning, investment management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
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CA
01/16/2015 - Present
Centaurus Financial, Inc. (SANTA ANA CA)
NY
08/27/2001 - 03/10/2005
AXA ADVISORS, LLC (NEW YORK NY)
CA
11/16/2000 - 08/21/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
01/06/1998 - 11/21/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
01/02/1997 - 09/26/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
02/20/1996 - 01/14/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 01/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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