Ronald
Ware
Valmark Advisers, Inc
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About this Advisor
Ronald Ware is a certified financial planner based in Plainville, Massachusetts who has 23 years of relevant experience. Ware currently works for Valmark Advisers, Inc. Ware has gained experience at Valmark Securities, Inc and Valmark Advisers, Inc. Ware maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina and Virginia. Valmark Advisers, Inc is a financial advisory firm that has its headquarters in Akron, OH. The company has offices in 156 locations and a total of 260 financial advisors. It administers $6 billion in assets under management among its 16,044 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 19 charitable organizations. Of its 16,044 accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically depend on the type of financial services provided. However, fee types billed by Valmark Advisers, Inc can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$5,802,516,925
260
16,044
$361,663
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ronald Ware Work History
Ronald has been registered as a financial advisor for 23 years.*
Valmark Securities, Inc
Valmark Advisers, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ronald Ware to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valmark Advisers, Inc
Boston, MA
Oak Brook, IL
Elkhorn, NE
Canfield, OH
Charlotte, NC
Elkhorn, NE
Cleveland, OH
Rice Lake, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
