Unclaimed
Ronald Paulseen is an investment advisor representative who has been in the industry since 1982. Ronald is currently registered with Eagle Strategies LLC and is a chartered financial consultant. Ronald specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
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
KS
03/03/2003 - Present
Eagle Strategies LLC (WICHITA KS)
BC
Issued 9/5/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/3/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Paulseen is the right advisor for you? Invested Better is here to help.