Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Bolte is a financial advisor with over 20 years of experience in the financial services industry. Ronald has held positions with several firms including Ameriprise Financial Services, LLC, Hightower Securities, LLC and EF Legacy Securities, LLC. Ronald is currently a registered investment advisor representative with Legacy Wealth Management Inc. and is registered with the state of Virginia. Ronald's expertise includes financial planning, portfolio management for individuals and selection of other advisors. Ronald offers investment advisory services to individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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VA
11/06/2023 - Present
Legacy Wealth Management Inc. (MANASSAS VA)
VA
10/27/2022 - 10/25/2023
AMERIPRISE FINANCIAL SERVICES, LLC (WOODBRIDGE VA)
IL
06/08/2022 - 10/22/2022
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
NY
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (Uniondale NY)
NY
04/07/2010 - 04/22/2016
SANDERS MORRIS HARRIS LLC (Uniondale NY)
NY
06/05/2007 - 12/31/2009
HORNOR, TOWNSEND & KENT, INC. (NEW YORK NY)
NY
12/20/2001 - 08/29/2006
ROCHDALE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 06/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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