RF
RF

Ron Feinman

28 Years of Experience
Schaumburg, IL
1 DisclosureBrokerSells Insurance

Ron Feinman is a registered investment advisor, based in Schaumburg, IL, with 28 years of industry experience.

Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 1991
Final
Other Business ActivitiesSells Insurance

Ron assists with structured settlements, including the sale of structured settlement annuities. He also has a limited law practice and is the managing member and primary attorney for Virginia Elder Law, PLLC, dedicating about 10-20% of his time. Finally, Ron sells and services insurance policies, dedicating minimal time to this activity.

Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
October 2013 - Present · 12 yrs 9 mos
Cl Wealth Management LLC
April 2011 - Present · 15 yrs 3 mos
Previous Registrations
Allied Beacon Partners, INC.Broker
April 2011 - September 2013 · 2 yrs 5 mos
Qa3 Financial CORP.Broker
June 2001 - February 2011 · 9 yrs 8 mos
Manequity, INC.Broker
December 1997 - June 2001 · 3 yrs 6 mos
State Registrations9 states
DEFLNCNJSCSDUTVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ron Feinman - Financial Advisor | TrueAdvisor