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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Olean, NY

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Dapolito is a financial advisor with over 27 years of experience in the financial services industry. Ronald is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed in 18 states. Ronald has a strong track record of providing financial advice to individuals, families, and businesses. Ronald specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Olmsted Falls, OH

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Ronald James Smith is a financial advisor with over 37 years of experience in the industry. Ronald is registered to provide investment advice in Florida, Georgia, Ohio and South Carolina. Ronald currently works at Cambridge Investment Research Advisors, Inc. and has been with the firm since January 2020. Prior to that, Ronald worked at Nationwide Securities, LLC for over 17 years. Ronald holds the following licenses: Series 66, Series 26, Series 7 and SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

SAN ANTONIO, TX

experience

50 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Ronald McLane is a registered representative with Centaurus Financial, Inc. Ronald has been in the securities industry since 1972. Ronald is also registered with the state of Texas as an investment advisor representative. Ronald's past affiliations include FSC Securities Corporation, Advantage Capital Corporation, MONY Securities Corp., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, USLIFE Equity Sales Corp., and Lincoln Equities Corporation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

College Station, TX

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Lynn Gay is a financial advisor with Cambridge Investment Research Advisors, Inc. Ronald has been in the financial industry since June 9, 2009. Ronald has Series 7, 66 and SIE registrations. Ronald is registered in Arkansas, Kentucky, Louisiana, New Mexico, Oklahoma and Texas. Ronald also has a registration for Investment Advisor in Texas. Ronald has experience at Calton & Associates, Inc. and IMS Securities, Inc. Ronald has been associated with Cambridge Investment Research Advisors, Inc. since November 20, 2017. Ronald's firm is located in Fairfield, Iowa. Ronald is a Registered Representative of Cambridge Investment Research, Inc. Ronald is an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. Ronald is a registered investment advisor. Ronald provides financial planning, educational seminars, portfolio management for individuals, portfolio management for businesses, pension consulting, selection of other advisors, market timing services and other services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Boynton Beach,, FL

experience

24 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Ronald Mercatante is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Boynton Beach, Florida. Ronald has been in the financial industry for over 20 years. Ronald has a Series 7, Series 24, Series 63 and Series 65. Ronald also holds registrations in Colorado, Florida, Georgia and Illinois. In addition to providing investment advice, Ronald also offers financial planning services. Ronald is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Ronald RAY Schulze | CFP ® (Certifications)

location

YORKTOWN, TX

0 Disclosures

ADVISOR BIO

Ronald Ray Schulze is a financial advisor who has been in the industry since 1986. Ronald is registered with the state of Texas and has held Series 2, 3, 6, and 7 licenses. Ronald's firm, Ronald RAY Schulze, provides financial advice to individuals and businesses. They offer a variety of services, including portfolio management for individuals and market timing services. The firm's assets under management are over $6 million.

SPECIALIZATIONS

Portfolio Management for Individuals
Market Timing Services
Unclaimed

Arlington Securities, Inc.

location

Dardenne Prairie, MO

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Candrl has been in the securities industry since 1982. Ronald is currently registered with Arlington Securities, Inc. in Dardenne Prairie, MO. Ronald has been registered with Arlington Securities, Inc. since 2006. Prior to that, Ronald was registered with Pruco Securities Corporation, The Prudential Insurance Company of America, American Capital Equities, Inc., Titan Capital Corporation and Structured Shelters Securities, Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
WRAP FEE ACCOUNTS
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Rybij is a financial advisor at GWN Securities Inc. Ronald has been in the financial services industry since 1983. Ronald holds Series 6, 7, 24, 63, and 65 licenses. Ronald also has experience in the life insurance and annuity market. Ronald specializes in financial planning, market timing services, and selection of other advisors. Ronald provides financial advice to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

E Petersburg, PA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Allison is a financial professional with over 35 years of experience in the financial services industry. Ronald is a Chartered Financial Consultant and is currently registered with Cambridge Investment Research Advisors, Inc. Ronald has held various positions throughout his career, including Independent Insurance Agent, and owner of Century Tax & Wealth Mgmt. LLC, a firm providing CPA/Enrolled Agent/Tax Prep/Accounting Services. Ronald's previous experience includes working at Avantax Investment Services, Inc. Ronald is currently registered in Pennsylvania, Texas, Maryland, Utah, Vermont, and Virginia. Ronald works with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

TEMPE, AZ

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Gerard Przewlocki is an Investment Advisor Representative for Cambridge Investment Research Advisors, Inc., a firm with offices in Fairfield, Iowa. Ronald has been in the financial industry since June 6, 1984, and is currently registered in Arizona and Texas. Ronald has a variety of professional designations and experience, including Series 6, 26, 63, and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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