Ron Amir: Clarity Capital Advisor Received Bond Complaint

Newport Beach, California financial advisor Ron Amir (CRD# 4565409) allegedly recommended an unsuitable investment, according to a recent, denied investor complaint. Financial Industry Regulatory Authority records show that he is registered as a broker with American Trust Investment Services and an advisor with Clarity Capital Partners.

Mr. Amir’s BrokerCheck report discloses one investor complaint. Filed in May 2024, it alleged that as a representative of Western International Securities, he recommended a corporate bond investment that was “too risky” and made it without the customer’s approval. The complaint alleged damages of $70,000 and was denied by the firm.

Clarity Capital Partners’ website includes a profile of Mr. Amir that describes his background and experience as a Vice President at the firm. “Ron is passionate about helping people find enlightened answers to their financial questions and concerns,” it explains. “For more than 15 years, he has found great fulfillment in empowering and educating clients about financial matters, and providing thoughtful one-on-one guidance that can truly make a difference in their lives.”

According to the Financial Industry Regulatory Authority, Ron Amir holds 16 years of securities industry experience. Based in Newport Beach, California, he has been registered as a broker with American Trust Investment Services and an advisor with Clarity Capital Partners since 2023. His past registrations include Western International Securities, JP Morgan Securities, Chase Investment Services, Ameriprise Financial Services, and PFS Investments. His credentials include the passage of six securities industry qualifying exams: the Investment Company Products/Variable Contracts Representative Examination, or Series 6; the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE: the Investment Company Products/Variable Contracts Representative Examination, or Series 6TO; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Combined State Law Examination, or Series 66. He is licensed in California. (Information current as of July 6, 2024.)

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