Ronald Silverman (CRD# 809984) is an Investment Advisor Representative working at Creative Financial Planning Advisors, Inc. in South Bend, IN and has over 44 years of experience in the finance industry. Ronald Silverman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4568561
State Farm Investment Management Corp.
CRD# 4140596
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
2w Technologies | Meadville, PA | Jan 2007 - Current | 17 |
Capital Financial Services, Inc. | Minot, ND | May 1986 - Current | 37 |
Creative Financial Planning Advisors Inc. | South Bend, IN | Apr 1982 - Current | 42 |
Creative Finl Plng Alternatives Inc. | South Bend, IN | Sep 1980 - Current | 43 |
Ronald A Silverman, Cpa | South Bend, IN | Dec 1967 - Current | 56 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1979 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management29MILLIONS
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Total Number of Accounts17ACCOUNTS
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Average Account Value$1,699,699
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IN
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