Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Kosel is an investment advisor representative who has been active in the financial industry since January 29, 1996. Ronald is registered with LPL Financial LLC in both Minnesota and Texas. Ronald is a licensed Series 7, Series 24 and Series 63 general securities representative. Ronald has a long history of experience in the financial industry, having previously worked with U.S. Bancorp Piper Jaffray Inc., and currently works with LPL Financial LLC. Ronald holds two principal exams and two state exams, and is registered with 23 state securities regulators, including Texas and Minnesota, where Ronald is also registered as an investment advisor representative.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
06/02/2021 - Present
LPL Financial LLC (ST. CLOUD MN)
MN
01/30/1996 - 05/14/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 02/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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