Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Birnbaum is a financial advisor with Maxim Financial Advisors LLC, a firm that has been in business since 2005. Ronald has been a registered representative since 1989 and an investment advisor representative since 2017. He has specialized in providing financial advice to high-net-worth individuals, corporations, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/07/2021 - Present
Maxim Financial Advisors LLC (Woodbury NY)
NY
07/26/1990 - 11/09/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
11/22/1989 - 07/11/1990
KIRLIN SECURITIES INC. (SYOSSET NY)
FL
05/21/1990 - 06/12/1990
SJV SECURITIES, INC. (HALLANDALE FL)
IA
Issued 03/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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