Unclaimed
Ronnie Bloom is a financial advisor at LPL Financial LLC with over 25 years of experience in the industry. Ronnie has a strong background in securities, having passed the Series 6, 7, 24, and 63 exams. Ronnie is registered to provide investment advice in multiple states, including Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, Virginia and Washington. Ronnie is also active in the investment advisory business, with current registrations in New Jersey, New York, and Texas. Ronnie provides financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, businesses, corporations, and pension and profit-sharing plans. Ronnie is also a registered representative with LPL Financial LLC, allowing Ronnie to provide a comprehensive range of financial services to clients.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
03/04/2013 - Present
LPL Financial LLC (LIVINGSTON NJ)
CA
12/06/1996 - 01/20/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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