AXA-Advisors
Ameriprise Financial Services
MassMutual
Merrill Lynch
Management Wealth Financial
Ronald A. Bartlett & Associates
Ameriprise Financial Services
MassMutual
Merrill Lynch
Management Wealth Financial
Ronald A. Bartlett & Associates
| Local 6222 1730 Jefferson St. Houston TX 77003 Bus. (713) 654-1115 |
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Ronald A. Bartlett & Associates, Ltd.
Registered Investment Adviser
Annuities & Investments
31-07 Farrington Street, 2nd Fl., P. O. Box 541476, Flushing, NY 11354-7476
1 Bridge Plaza North, Suite #275, Fort Lee, NJ 07024
1170 Peachtree Street, Suite 1200, Atlanta, GA 30309
(866) 95-RETIRE (957-3847)
www.raba.retirerx.com
email: ronaldabartlett@ronbar.com
Meet Ronald A. Bartlett
Education and Business Standards. Associated persons of Advisor that are involved in
determining or giving investment advice to clients must pass the North American Securities
Administrators Association’s Series 65 –Uniform Investment Adviser Law Examination.
Education and Business Background for Ronald A. Bartlett
Ronald A. Bartlett, Born 02/1953
Education Background:
Attended York College
American College for Financial Planning – completed 4 of 10 courses
Graduated Almeda University August 2009: BS in Business Administration, Majoring in Banking
Mr. Bartlett has significant experience in the non-securities based insurance and financial
industry. Since 1981, Mr. Bartlett has been a member of The Million Dollar Round Table
(MDRT), The Premier Association of Financial Professionals®, which is an international,
independent association of life insurance and financial services professionals. For eligibility,
MDRT members must demonstrate professional knowledge, strict ethical conduct and
outstanding client service. Mr. Bartlett has also been a member of the National Association Of
Insurance and Financial Advisors (NAIFA) since 1981.
Business Background & Other Business Activity:
Ronald Bartlett has been conducting investment advisory business under the Ronald A. Bartlett
& Associates, LTD registration since July 2009.
Since October 1992, Advisor and its sole owner/IAR, Ronald Bartlett, have been licensed as
agents to sell life and health insurance products. When acting in this separate capacity,
Ronald Bartlett is able to implement recommended fixed insurance, fixed annuity, fixed indexed
annuity, Medicare supplements, and long-term care insurance products for commissions.
Advisory clients of Advisor are not obligated in any manner to purchase insurance products
through Advisor and insurance clients are not obligated in any manner to engage in advisory
services offered by Advisor.
Since July 2001, Advisor and Ronald Bartlett have been mortgage brokers. If a client invests a
portion of the proceeds of a loan on the client’s real estate brokered by Advisor through Advisor
in its capacity as an insurance agent or through an investment recommended by Advisor, a
conflict of interest may exist because Advisor earns compensation for its loan brokerage
services, insurance commissions, and/or financial planning fees. Advisory clients of Advisor
are not obligated in any manner to use the mortgage brokerage services and mortgage clients
are not obligated in any manner to engage in advisory services offered by Advisor.
Approximately 30% of Ronald Bartlett’s time is devoted to insurance and mortgage broker
activities; however, more time will be devoted to advisory activities in the future.
| Meet this months Financial Planner From the ALL Union Financial Team |
| Educational Classes For Everyone Weekly meetings are being held every Tuesday starting at 4:00 pm and on Thursday's starting at 5:00 pm at the CWA Union Hall. Members are encouraged to bring their spouses and family members to gain insight into life skills and financial security. IF YOU RSVP 72 HOURS/ 3 DAYS IN ADVANCE A LIGHT MEAL AND DRINKS WILL BE PROVIDED TO YOU. The month of February continues our ongoing Financial Seminars with the All Union Financial Team. A group of financial planners from different companies. CALL (713) 445-3189 |
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| ALL UNION FINANCIAL TEAM |