Unclaimed
Ronald Lindquist is a financial advisor with Voya Financial Advisors, Inc. Ronald has been in the financial services industry since 1993 and is registered with the state of New York, North Carolina, and Texas as an Investment Advisor Representative. Ronald is also registered with FINRA and the state of New York as a Registered Representative. Ronald is a Series 6, Series 63, Series 65, and SIE licensed professional. Ronald's primary office is located in Charlotte, North Carolina. Ronald has a long history of working with a variety of clients including individuals, corporations, and charitable organizations. Ronald's specialties include Financial Planning, Portfolio Management, Educational Seminars, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
06/15/2020 - Present
Voya Financial Advisors, Inc. (CHARLOTTE NC)
NC
02/15/1994 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (CHARLOTTE NC)
MN
04/30/1993 - 02/03/1994
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 06/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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