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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Martinus Gunawan is a financial advisor with Fidelity Personal And Workplace Advisors in Mountain View, California. Ronald has been working in the financial services industry since March 20, 2015. Ronald has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ronald is registered with the state of California and Texas. He is also registered with FINRA.
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.
A percentage of the total value of assets under management is charged.
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2
CA
02/02/2023 - Present
Fidelity Personal AND Workplace Advisors (MOUNTAIN VIEW CA)
CA
05/24/2016 - 12/07/2022
J.P. MORGAN SECURITIES LLC (SAN CARLOS CA)
CA
02/08/2016 - 04/19/2016
BBVA SECURITIES INC. (SAN CARLOS CA)
CA
11/24/2014 - 01/05/2016
J.P. MORGAN SECURITIES LLC (SAN CARLOS CA)
BOTH
Issued 7/2/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/5/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/8/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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