Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronnie? Claim Your ProfileRonnie Soto is a financial advisor who has been in the industry since July 2007. Ronnie has a wide range of experience, having worked with several firms, including Wells Fargo Advisors LLC, UnionBanc Investment Services, LLC, and Cetera Investment Advisers LLC. Ronnie is currently registered with Cetera Investment Advisers LLC and is licensed to provide financial advice in Arizona, California, Indiana, Oregon, and Washington.
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 (SALEM OR)
OR
04/24/2018 - 12/02/2020
UNIONBANC INVESTMENT SERVICES, LLC (SALEM OR)
OR
02/04/2014 - 04/19/2018
U.S. BANCORP INVESTMENTS, INC. (KEIZER OR)
OR
11/23/2009 - 02/04/2014
WELLS FARGO ADVISORS, LLC (SALEM OR)
OR
07/08/2008 - 11/11/2009
WADDELL & REED, INC. (SALEM OR)
NA
07/10/1992 - 11/30/1992
PAULSON INVESTMENT COMPANY, INC.
NA
02/07/1992 - 07/07/1992
CHATFIELD DEAN & CO., INC.
NA
05/16/1990 - 07/25/1990
ATLANTA-ONE, INC.
BOTH
Issued 08/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1990
Series 15 - Foreign Currency Options Examination
Active
Inactive
F
FINRA
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