Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Calhoun is a financial advisor with Wells Fargo Clearing Services, LLC in Athens, GA. Ronald has been in the industry since 2014 and holds licenses for Securities Industry Essentials (SIE), Series 7, Series 63 and Series 66, Series 7TO. Previously Ronald Calhoun was a financial advisor with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
GA
07/21/2020 - Present
Wells Fargo Clearing Services, LLC (ATHENS GA)
GA
03/24/2014 - 08/01/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATHENS GA)
NA
09/08/1993 - 07/13/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 07/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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