Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Guevarra is an investment advisor representative who has been in the industry since November 1997. Ronald currently works for Corecap Advisors, LLC. Ronald is registered with FINRA and the state of Michigan. Ronald also holds a Series 7, Series 63, and Series 65 licenses. Ronald has a strong background in the financial industry, having previously worked for Quest Capital Strategies, Inc., Empire Financial Group, Inc., First Securities USA, Inc., and First of Michigan Corporation.
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
MI
08/05/2013 - Present
Corecap Advisors (WASHINGTON TWP MI)
CA
12/15/2003 - 08/02/2013
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
FL
08/16/2002 - 12/01/2003
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
CA
04/03/1998 - 09/03/2002
FIRST SECURITIES USA, INC. (IRVINE CA)
MI
10/23/1997 - 03/25/1998
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 12/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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