Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronnie? Claim Your ProfileRonnie Labarbera is an Investment Advisor Representative at Avantax Advisory Services. Ronnie has been in the financial services industry since 1991. Ronnie has a wide range of experience in the industry, including working at Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and American Express Financial Advisors Inc. Ronnie has obtained the Series 7, Series 10, Series 9, and Series 66 licenses. Ronnie specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Ronnie is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
11/28/2023 - Present
Avantax Advisory Services (DALLAS TX)
CA
05/03/2005 - 01/16/2009
CHARLES SCHWAB & CO., INC. (FRESNO CA)
RI
05/24/2000 - 05/02/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
03/24/1999 - 05/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
RI
02/25/1994 - 04/07/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MN
05/21/1993 - 02/18/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/21/1993 - 02/18/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/17/1993 - 02/16/1994
GRIFFIN FINANCIAL SERVICES
WI
09/22/1992 - 06/01/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
05/06/1991 - 09/01/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/06/1991 - 09/01/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ronnie Labarbera is the right advisor for you? Invested Better is here to help.
