Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Montgomery is a financial advisor with over 20 years of experience in the financial services industry. He currently is registered with Raymond James Financial Services Advisors, Inc. He has held previous positions at LPL Financial LLC, Raymond James Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, and Marquette Financial Group, Inc. Ronald Montgomery has a wide range of experience in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. He holds the Series 66, Series 7, and Series 24 licenses and has a commitment to providing comprehensive and personalized financial planning services. He is also an active member of the community and is committed to helping his clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
02/17/2016 - Present
Raymond James Financial Services Advisors, Inc. (ROCKTON IL)
IL
02/19/2010 - 01/21/2016
LPL FINANCIAL LLC (ROCKTON IL)
IL
08/16/2005 - 02/19/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKFORD IL)
MO
03/13/2002 - 08/08/2005
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MN
08/10/2000 - 03/15/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
BOTH
Issued 08/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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