Unclaimed
Ronald Martin is a financial advisor with over 30 years of experience in the industry. Ronald is a Managing Partner with Premier Financial Partners and is currently registered with Osaic Wealth, Inc. Ronald is licensed to provide financial advice in multiple states, including Florida, Missouri, North Carolina, and Texas.
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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2
MO
01/06/2017 - Present
Osaic Wealth, Inc. (ST. LOUIS MO)
SC
05/19/2004 - 08/17/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
02/20/1997 - 05/25/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
01/06/1992 - 02/26/1997
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 02/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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