Unclaimed
Ronald Menard is an investment advisor representative who has been in the financial services industry since December 1998. Ronald is registered with Cetera Investment Advisers LLC and has a branch office location in Baton Rouge, Louisiana. Ronald is also a registered investment advisor in Louisiana and Texas. Prior to joining Cetera Investment Advisers LLC, Ronald was associated with VOYA FINANCIAL ADVISORS, INC. and Locust Street Securities, Inc. Ronald has passed the Series 6, Series 7, Series 63, and Series 65 exams.
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
LA
06/29/2023 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BATON ROUGE LA)
IA
12/15/1998 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 11/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Menard is the right advisor for you? Invested Better is here to help.