Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Murad is an investment advisor representative at Wells Fargo Clearing Services, LLC. Ronald has been in the industry since October 1981 and is registered with the state of West Virginia. Ronald is also a registered investment advisor in West Virginia. Ronald has a Series 3, 5, 7, and 63 license. Ronald also holds the SIE license. Ronald is currently registered with Wells Fargo Clearing Services, LLC and previously worked with BB&T Securities, LLC, Scott & Stringfellow, LLC, Citigroup Global Markets Inc., Lehman Brothers Inc., and Alex. Brown & Sons, Inc.. Ronald has experience in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ronald is also on the board of directors for the St. George Foundation and the Charleston Coliseum Convention Center.
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
WV
03/06/2018 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON WV)
WV
11/16/2012 - 03/12/2018
BB&T SECURITIES, LLC (CHARLESTON WV)
WV
07/14/2008 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (CHARLESTON WV)
WV
07/31/1993 - 07/28/2008
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON WV)
NY
09/04/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/30/1981 - 08/17/1984
ALEX. BROWN & SONS, INC.
IA
Issued 08/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1986
Series 3 - National Commodity Futures Examination
BC
Issued 01/24/1983
Series 5 - Interest Rate Options Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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