Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Zweig is a financial advisor in Deerfield, IL. Ronald has been working in the financial services industry since February 16, 2001. Ronald is currently registered with LPL Financial LLC, and previously worked for SECURITIES AMERICA, INC.. Ronald has licenses in 23 states and holds the following licenses: Series 6, Series 7, Series 63, Series 65 and SIE. Ronald specializes in portfolio management for individuals, portfolio management for businesses, selection of other advisers, financial planning, pension consulting and educational seminars. Ronald also provides consulting and other non-discretionary advisory services.
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
IL
08/07/2023 - Present
LPL Financial LLC (DEERFIELD IL)
IL
02/16/2001 - 08/10/2023
SECURITIES AMERICA, INC. (DEERFIELD IL)
IA
Issued 09/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Zweig is the right advisor for you? Invested Better is here to help.
