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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 Ellsworth is a financial advisor with over 30 years of experience in the industry. Ronald Ellsworth is currently registered with Cetera Investment Advisers LLC and has been registered with the firm since March 21, 2024. Ronald Ellsworth is also registered with the state of Oregon as an Investment Advisor Representative (IAR) and has been registered since March 21, 2024. Prior to Cetera Investment Advisers LLC, Ronald Ellsworth was employed by Securities America, Inc., Brecek & Young Advisors, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Intersecurities, Inc., Pruco Securities Corporation, Mutual Benefit Financial Service Company and BMA Financial Services, Inc. Ronald Ellsworth has experience in various financial services, including investment advising, fixed insurance, financial planning, and portfolio management. Ronald Ellsworth holds a Series 7, Series 6, Series 63, and Series 65 license.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (ROSEBURG OR)
OR
01/23/2009 - 10/24/2011
SECURITIES AMERICA, INC. (ROSEBURG OR)
OR
04/07/1999 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (ROSEBURG OR)
IN
12/12/1996 - 04/30/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/12/1996 - 04/30/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
09/25/1995 - 12/20/1996
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NJ
02/17/1995 - 08/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
09/12/1986 - 08/22/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
07/15/1986 - 09/11/1986
BMA FINANCIAL SERVICES, INC.
IA
Issued 06/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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