Unclaimed
Ronald Leslie Dunk is a financial advisor with Osaic Wealth, Inc. based in Akron, Ohio. Ronald has been in the industry since July 1992, and is currently registered as a Registered Representative in Ohio and Texas. Ronald is also a Registered Investment Advisor in Ohio and Texas. Prior to joining Osaic Wealth, Inc., Ronald worked at Securities America, Inc. and Securities Service Network, LLC.
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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (Akron OH)
OH
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Akron OH)
OH
07/02/2014 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Akron OH)
OH
08/15/2003 - 07/09/2014
ROBERT W. BAIRD & CO. INCORPORATED (AKRON OH)
MO
10/01/1999 - 08/21/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
07/08/1992 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 12/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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