Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Bertke is a financial professional with over 25 years of experience in the financial services industry. Ronald is currently registered as an investment advisor representative with Hornor, Townsend & Kent, LLC. Ronald has a wide range of experience working with individuals and institutions. Ronald has a proven track record of providing clients with personalized financial advice and investment management services. Ronald is committed to helping clients achieve their financial goals and is dedicated to providing them with the highest level of service. Previous firms Ronald has worked with include Nationwide Securities, LLC, 1717 Capital Management Company, NYLIFE Securities Inc., Nathan & Lewis Securities, Inc., Security First Financial, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
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.
Trail commissions, distribution assistance fees
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2
CA
04/07/2009 - Present
Hornor, Townsend & Kent, LLC (ENCINO CA)
CA
08/01/2008 - 04/07/2009
NATIONWIDE SECURITIES, LLC (TARZANA CA)
CA
11/02/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (WOODLAND HILLS CA)
CA
06/27/2001 - 10/27/2006
NYLIFE SECURITIES INC. (WOODLAND HILLS CA)
NY
07/31/2000 - 06/14/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CA
04/24/2000 - 07/31/2000
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
MA
09/02/1993 - 05/02/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/02/1993 - 05/02/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/14/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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