Unclaimed
Ron Richard Fetsch is a financial advisor with over 35 years of experience in the industry. Ron is registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in multiple states. Ron has previously held positions with firms such as Raymond James Financial Services, Inc., Wamu Investments, Inc., and Wells Fargo Investments, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/15/2024 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
04/24/2009 - 01/12/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN JOSE CA)
CA
01/03/2002 - 05/11/2009
WAMU INVESTMENTS, INC. (SUNNYVALE CA)
CA
10/04/2001 - 01/17/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/28/1998 - 10/03/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
11/10/1995 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
09/14/1989 - 11/03/1995
ASB FINANCIAL SERVICES (IRVINE CA)
NA
08/28/1987 - 02/22/1989
PIPER, JAFFRAY & HOPWOOD INCORPORATED
NA
10/20/1986 - 09/08/1987
PAINEWEBBER INCORPORATED
NA
05/15/1985 - 11/04/1986
IDS MARKETING CORPORATION
NA
05/15/1985 - 10/28/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 05/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ron Fetsch is the right advisor for you? Invested Better is here to help.