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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 Mayfield is a Registered Investment Advisor with Hudson Valley Investment Advisors, Inc. based in Goshen, NY. Ronald has been in the industry for over 15 years and holds licenses for Series 63, Series 65, Series 7, and SIE. Ronald has a CFA designation and specializes in investment management for individuals, businesses, investment companies, and other investment advisors. Ronald's firm has offices in Goshen, New York. They provide investment consulting services, including 1031 exchange consulting, financial planning, pension consulting, and selection of other advisors. They work with a range of clients, including individuals, corporations, investment companies, pension and profit-sharing plans, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
Investment and 1031 exchange consulting services
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.
Plan assets under advisement
1
2
NY
06/07/2021 - Present
Hudson Valley Investment Advisors, Inc. (GOSHEN NY)
NY
01/03/2014 - 10/24/2014
LPL FINANCIAL LLC (NANUET NY)
NJ
08/06/2012 - 01/06/2014
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
PA
05/30/2011 - 05/25/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
FL
06/09/2009 - 09/11/2009
ZEUS SECURITIES, INC. (BOCA RATON FL)
NY
09/22/2008 - 05/18/2009
MAXIM GROUP LLC (NEW YORK NY)
IA
Issued 08/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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