Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Arrajj is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Ronald Arrajj has been in the industry since 2020 and holds the Series 7TO, Series 63, and Series 65 licenses. Ronald Arrajj has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Ronald Arrajj provides a variety of financial advisory services, including investment consulting, financial planning, pension consulting, and portfolio management for businesses and individuals.
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
06/07/2024 - Present
Wells Fargo Advisors Financial Network, LLC (WALNUT CREEK CA)
CA
08/25/2022 - 06/07/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN JOSE CA)
CA
06/04/2021 - 02/18/2022
BLOOMBERG TRADEBOOK CANADA COMPANY (San Francisco CA)
CA
03/19/2021 - 02/18/2022
BLOOMBERG TRADEBOOK LLC (San Francisco CA)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Ronald Arrajj is the right advisor for you? Invested Better is here to help.
