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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 Steven Marsh is a financial advisor who has been active in the industry since June 17, 1995. Ronald is currently registered with Cetera Investment Advisers LLC in Oregon and Texas. Ronald has previously worked at First Allied Securities, Inc., Ragen Mackenzie Investment Services, LLC, and Marketing One Securities, Inc. Ronald is also a registered investment advisor in Oregon and Texas. Ronald has passed a number of industry exams, including the Series 65, Series 63, Series 51, Series 4, Series 24, Series 99TO, SIE, and Series 7. Ronald holds a number of registrations in multiple states and is also registered with FINRA and the MSRB.
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.
1
2
OR
11/01/2022 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
05/17/2004 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (TIGARD OR)
WA
01/03/2000 - 05/17/2004
RAGEN MACKENZIE INVESTMENT SERVICES, LLC (SEATTLE WA)
OR
05/15/1997 - 12/31/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
OR
09/03/1996 - 10/16/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NE
01/14/1994 - 10/30/1995
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
IA
Issued 09/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/14/1997
Series 4 - Registered Options Principal Examination
BC
Issued 09/15/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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