Unclaimed
Ronald Ray Crupe is a registered representative at Vanguard Advisers, Inc. and has been in the industry since November 2009. Ronald is licensed in Arizona and Texas. Ronald has been with Vanguard Advisers, Inc. since March 2017. Prior to that, Ronald worked at Edward Jones and Dynamic Wealth Advisors. Ronald has passed the Series 66, Series 7 and SIE exams. Ronald holds no designations. Ronald specializes in providing financial planning services to individuals and businesses, as well as managing portfolios for pooled investment vehicles. Ronald's firm has an approximate asset amount of $333,066,527,268.
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.
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
AZ
03/31/2017 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
09/28/2009 - 04/30/2015
EDWARD JONES (CHANDLER AZ)
BOTH
Issued 11/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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