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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Eubel Brady & Suttman

location

DAYTON, OH

0 Disclosures

ADVISOR BIO

Ronald Lee Eubel is an Investment Advisor Representative associated with Eubel Brady & Suttman in Dayton, OH. Ronald Eubel has been in the industry since August 1993. Ronald Eubel is registered in Ohio. Eubel Brady & Suttman specializes in financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Zeleski is a financial advisor with Vanguard Advisers, Inc. based in Malvern, Pennsylvania. Ronald has been in the financial industry since 2014. Ronald has a Series 63, Series 66, Series 7 and Series 24 license and specializes in Financial Planning, Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles, and Selection of Other Advisers.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Harvest Investment Services, LLC

location

OAKBROOK TERRACE, IL

0 Disclosures

ADVISOR BIO

Ronald Scott Pyle is an investment advisor representative and registered with Harvest Investment Services, LLC. Ronald has been in the financial industry since 1992. Ronald Pyle is currently registered in South Carolina and Texas, and formerly registered in New York. Ronald Pyle has worked for several firms including Prospera Financial Services, Inc., Raymond James & Associates, Inc., Wachovia Securities, LLC, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ronald Pyle offers financial planning and investment management services to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LNW | CFA ® (Certifications)

location

SEATTLE, WA

0 Disclosures

ADVISOR BIO

Ronald Albahary is an investment advisor representative at LNW, a firm that provides financial planning and portfolio management services. Ronald has been in the industry since 1990. Ronald is registered with the state of Pennsylvania and Washington. Ronald is a Chartered Financial Analyst and has experience providing investment advice to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Aegis Capital Corp.

location

NEW YORK, NY

experience

57 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Milton Lazar is a financial professional with over 50 years of experience in the industry. Ronald has a broad range of experience and is registered with Aegis Capital Corp. in multiple states. Ronald is a Series 7, Series 63, Series 24, Series 3, Series 4, and Series 65 licensed financial professional. Ronald has previously worked with firms like Maxim Group LLC, Investec Ernst & Company, Bluestone Capital Partners, L.P., Fahnestock & Co., Inc., Reich & Co., Inc., Ladenburg, Thalmann & Co., Inc., Steinberg & Lyman, Buckingham Securities, Ltd., Swartwood, Hesse Inc., Tucker, Anthony & R. L. Day, Inc., Bache Halsey Stuart Shields Incorporated, Shields Model Roland Incorporated, and Shields & Company Incorporated. Ronald specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Ronald Hensley is an Investment Advisor Representative at Fisher Investments, a firm with over $298 billion in assets under management. Ronald has been in the industry since 2012 and holds a Series 65 license. He specializes in providing portfolio management services to high-net-worth individuals, corporations, investment companies, and pooled investment vehicles. Ronald has experience in financial planning and portfolio assessment, and works with clients to develop customized investment strategies that meet their individual goals. He is committed to providing excellent service and exceeding client expectations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Creative Planning | CFP ® (Certifications)

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Ronald Adkison is a financial advisor at Creative Planning, a firm with approximately $1 billion - $10 billion in assets under management. Ronald has been in the financial industry since February 2012. Ronald is licensed in Missouri. The firm has a branch office in Overland Park, KS, where Ronald works, as well as a location in Fenton, MO. Ronald's firm, Creative Planning, provides portfolio management services to individuals, businesses, trusts, and other entities. The firm also offers financial planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BOK Financial Securities, Inc.

location

DALLAS, TX

experience

35 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ronald Ames Rotthaus is a registered investment advisor with over 30 years of experience in the financial industry. Ronald is currently registered with BOK Financial Securities, Inc. Ronald has worked with a variety of firms throughout his career, including Nationwide Investment Services Corporation, Compass Brokerage, Inc., and Financial Horizons Securities Corporation. Ronald is a Series 6, 7, 22, 24, 52, and 63 licensed advisor. Ronald offers a range of financial services, including financial planning, portfolio management, and educational seminars. Ronald is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

Jersey City, NJ

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Lee Tanchin is a financial advisor with over 27 years of experience in the industry. Ronald is currently registered with RBC Capital Markets, LLC and has been with the firm since March 2008. Ronald has a broad range of experience, including providing financial planning and investment management services to individuals, corporations, and institutions. Ronald has a strong track record of success in helping clients achieve their financial goals. Prior to joining RBC Capital Markets, LLC, Ronald worked at DAIN RAUSCHER INCORPORATED.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

ST. PETERSBURG, FL

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Mason is a financial advisor with RBC Capital Markets, LLC, a firm with more than $50 billion in assets under management. Ronald Mason has been in the industry since August 4, 1996. Ronald Mason is registered as a broker-dealer and investment advisor in multiple states including Florida and Texas. Ronald Mason has been associated with RBC Capital Markets, LLC since March 2008. Prior to that, Ronald Mason was associated with William R. Hough & Co. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ronald Mason is experienced in providing financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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