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Ronald F. Stevenson

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CRD#: 6716692
RS

Professional summary

Ronald Frank Stevenson was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Ronald is a previously registered financial professional and started their career in finance in 2016. Prior to being barred, Ronald had worked at 1 firm, which includes AMERICAN FINANCIAL INVESTMENTS LLC.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ron Stevenson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
American Financial Security, LLC; investment related; Prescott, AZ; insurance services and sales; member/insurance agent; started 04/2004; approximately 50% of time is spent in this business.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 26, 2016 - April 28, 2022

AMERICAN FINANCIAL INVESTMENTS LLC

RIA
CRD#: 285559
PRESCOTT, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/12/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/14/2020
Securities Industry Essentials Examination

Current Firm

AF
AMERICAN FINANCIAL INVESTMENTS LLC
AMERICAN FINANCIAL INVESTMENTS LLC

CRD#: 285559 / SEC#:

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Contact information

Main Address
3112 Clearwater Drive, Suite B, Prescott, AZ 86305
Mailing Address
Phone number
(928) 771-8368
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERICAN FINANCIAL INVESTMENTS LLC

CRD#: 285559

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