Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramona? Claim Your ProfileRamona Janina Maior is a financial advisor at PFG Advisors. Ramona has been a registered representative for over a decade and has worked with numerous clients across a wide range of investment needs. Ramona is also a certified financial planner and holds Series 7, Series 63, Series 65, and Series 66 licenses. Her specialties include financial planning, retirement planning, college savings, and estate planning. Ramona is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
06/09/2023 - Present
PFG Advisors (PHOENIX AZ)
AZ
06/07/2023 - 06/14/2024
SECURITIES AMERICA, INC. (PHOENIX AZ)
GA
03/01/2022 - 12/31/2022
LPL FINANCIAL LLC (DAHLONEGA GA)
AZ
01/14/2020 - 02/16/2022
UNIONBANC INVESTMENT SERVICES, LLC (TEMPE AZ)
AZ
08/26/2015 - 01/15/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
10/05/2011 - 04/10/2014
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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