Years of Experience
5-20+ Years
SAN DIEGO, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Ronald R Tolle is an investment advisor representative with LPL Financial LLC. Ronald has been in the financial services industry for 10 years and is registered with FINRA and the state of California. Ronald has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99). He is also specialized in 1, 2, 3, 4, 5, 6. Ronald is currently located at the LPL Financial LLC office in San Diego, CA. The office is located at 4707 Executive Dr, San Diego, CA 92121-3091.
SPECIALIZATIONS
ORANGE, CA
26 Years Experience
0 Disclosures
ADVISOR BIO
Ronald Victor Brandalise is a financial advisor with over 23 years of experience in the industry. Ronald is currently registered with LPL Financial LLC, and has been with the firm since September 2002. Ronald has held a variety of licenses and certifications, including Series 6, 7, and 66. Ronald also has experience in real estate and provides real estate services in addition to financial advice.
SPECIALIZATIONS
IRVINE, CA
32 Years Experience
2 Disclosures
ADVISOR BIO
Ronald Ostrow is a financial advisor registered with UBS Financial Services Inc. Ronald is registered in California and Texas. Ronald has been in the securities industry since July 1993. Ronald also has a Series 65, Series 63, Series 7 and SIE license. Ronald was previously registered with Salomon Smith Barney Inc., Prudential Securities Incorporated, Chatfield Dean & Co., Inc., and Liberty Capital Markets, Inc.
SPECIALIZATIONS
RANCHO SANTA FE, CA
31 Years Experience
0 Disclosures
ADVISOR BIO
Ronald David Hegardt is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009. Ronald has over 29 years of experience in the financial industry and has a history of working with clients across various sectors. Ronald has Series 31, Series 7, and Series 63 securities licenses, as well as Series 65 investment advisor registration. Ronald has been registered with the Securities and Exchange Commission (SEC) since 2009 and currently holds registrations in numerous states including Alabama, Arizona, California, Colorado, Florida, and others. Ronald is a financial advisor with a focus on providing comprehensive financial services to individuals, families, and businesses.
SPECIALIZATIONS
CARPINTERIA, CA
12 Years Experience
2 Disclosures
ADVISOR BIO
Ronald Jeffery Heller is a registered representative with Planmember Securities Corp. Ronald has been in the financial services industry since September 11, 2013. He is a registered representative in California. Ronald has held previous positions with FORESIDE FUND SERVICES, LLC, STREAMLINE CAPITAL CORPORATION, and SMITH BARNEY INC. Ronald provides investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
SPECIALIZATIONS
WOODLAND HILLS, CA
37 Years Experience
2 Disclosures
ADVISOR BIO
Ronald Roesler is a financial advisor at Wells Fargo Clearing Services, LLC, where he has been employed since 2016. Ronald Roesler has been in the financial services industry since 1988 and is licensed to provide investment advice in 27 states. Ronald Roesler is also a registered investment advisor in California.
SPECIALIZATIONS
MERCED, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Ronald Ewing is a financial advisor with over 15 years of experience in the financial services industry. Ronald is currently registered with UBS Financial Services Inc. and holds a variety of licenses and certifications, including Series 7, Series 10, Series 9, Series 66, and SIE. Ronald specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Ronald is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
RANCHO SANTA FE, CA
21 Years Experience
0 Disclosures
ADVISOR BIO
Ronald Landelius is an active investment advisor representative, with over 20 years of experience in the financial services industry. Ronald currently works for J.P. Morgan Securities LLC, and is registered with FINRA and in 25 states. Previously, Ronald worked for Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and J.P. MORGAN SECURITIES INC. Ronald holds the Series 6, Series 7, Series 63, and Series 65 licenses and the SIE exam. Ronald is a Certified Financial Planner and a Chartered Financial Analyst. Ronald's firm, J.P. Morgan Securities LLC, provides financial planning, pension consulting, and portfolio management services for businesses and individuals. The firm manages over $249 billion in assets.
SPECIALIZATIONS
SAN DIEGO, CA
0 Disclosures
ADVISOR BIO
Ronald Michael Sisk is an Investment Advisor Representative at Edelman Financial Engines with over 20 years of experience in the industry. Ronald is registered in California and Texas. He holds the Series 66, SIE and Series 7 licenses. Ronald is also a Certified Financial Planner. He is known for providing financial planning, portfolio management, and educational seminars to clients.
SPECIALIZATIONS
SAN MATEO, CA
23 Years Experience
0 Disclosures
ADVISOR BIO
Ronald Puccinelli is a registered representative of Ameriprise Financial Services, LLC. Ronald has been in the financial services industry for over 20 years and has held principal licenses for over 15 years. Ronald also has experience with E*TRADE SECURITIES LLC and KELMOORE INVESTMENT COMPANY, INC.
SPECIALIZATIONS