Ronald ZimmermanCRD Number: 1295161
Current Firm: Voya Financial Advisors, Inc.
Ronald Zimmerman (CRD# 1295161) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Independence, OH and has over 32 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Liberty Partners Capital Management, LLC
|Voya Financial Advisors||Erie, PA||Sep 2014 - Current||3|
|Ing Financial Partners Inc.||Fairview, PA||Mar 2005 - Sep 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management11,151MILLIONS
Total Number of Accounts59,860ACCOUNTS
Average Account Value$186,281
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY