Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Palanca is an investment advisor representative with Stratos Wealth Partners, Ltd. Ronald has been in the industry since 1997. Ronald holds Series 6, 7, 26, 63, and 66 licenses. Ronald currently works in Dublin, Ohio, and also has a location in Hilliard, Ohio. Ronald has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Legend Equities Corporation, Nationwide Investment Services Corporation, Copeland Equities, Inc. and Fortis Investors, Inc. Ronald specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Percentage of assets under management with third party managers
1
2
OH
12/17/2018 - Present
Stratos Wealth Partners, Ltd. (Dublin OH)
OH
09/02/2005 - 12/12/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DUBLIN OH)
FL
11/10/2003 - 09/27/2005
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
OH
01/19/1999 - 10/22/2003
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NJ
07/22/1998 - 12/09/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
MN
03/03/1997 - 06/05/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 10/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Palanca is the right advisor for you? Invested Better is here to help.
