Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel John Ronlund is an investment advisor representative with Dakota Wealth, LLC in Palm Beach Gardens, FL. Samuel has been in the industry since 1996 and holds the Series 7, 9, 10, 63, 65, and 66 securities licenses. Samuel has worked for several firms over the years including Securities Service Network, LLC, RS Funds Distributor LLC, and Calamos Financial Services LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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
FL
01/02/2024 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
MN
12/14/2015 - 08/19/2020
SECURITIES SERVICE NETWORK, LLC (Sartell MN)
PA
04/14/2015 - 12/16/2015
RS FUNDS DISTRIBUTOR LLC (VILLANOVA PA)
IL
06/11/2010 - 02/18/2015
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
TX
01/03/2008 - 06/05/2010
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
PA
04/27/2007 - 01/02/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
01/21/2005 - 12/15/2006
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MN
07/29/2004 - 01/12/2005
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
TX
04/30/1999 - 05/19/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
10/28/1998 - 04/15/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
TX
04/10/1997 - 10/09/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
02/03/1997 - 03/26/1997
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
NJ
05/29/1996 - 02/10/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 01/30/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Samuel Ronlund is the right advisor for you? Invested Better is here to help.
