Unclaimed
Ronald Whittingham is an investment advisor representative with Cetera Investment Advisers LLC. Ronald has been working in the financial services industry since 2000. Ronald's experience spans across various firms, including LPL Financial LLC and FSC Securities Corporation. Ronald holds Series 63, Series 65, Series 7 and Series 24 licenses. Ronald is registered to provide investment advisory services in Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Missouri, Nevada, New Mexico, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, and Wisconsin. In addition to being registered as an Investment Advisor Representative with Cetera Investment Advisers LLC, Ronald is also the managing director of Megnet Financial, a DBA for financial services.
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.
1
2
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (ORLAND PARK IL)
IL
04/28/2016 - 03/07/2019
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
09/14/2012 - 05/02/2016
FSC SECURITIES CORPORATION (ORLAND PARK IL)
IL
12/12/2001 - 10/05/2012
LPL FINANCIAL LLC (TINLEY PARK IL)
IL
05/31/2000 - 11/30/2001
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IA
Issued 08/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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