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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Arthur Woody is a financial advisor with over 35 years of experience in the financial services industry. Ronald is registered with Global Retirement Partners LLC and is licensed to offer investment advisory services in North Carolina. Ronald has been a financial advisor with Wells Fargo Advisors, LPL Financial, Financial Network Investment Corporation and Edward Jones in the past. Ronald has a Series 7 and Series 63 license, as well as a Certified Financial Planner designation. Ronald has been recognized by various organizations for his expertise in financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
03/19/2019 - Present
Global Retirement Partners LLC (Asheboro NC)
NC
11/01/2013 - 05/27/2015
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
NC
05/20/2005 - 11/29/2013
LPL FINANCIAL LLC (GREENSBORO NC)
CA
10/28/2002 - 05/25/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
10/02/2002 - 10/15/2002
EDWARD JONES (ST. LOUIS MO)
CA
06/03/1999 - 10/04/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NC
08/08/1991 - 06/21/1999
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NA
07/15/1988 - 08/23/1991
G. R. PHELPS & CO., INC.
NA
02/24/1988 - 07/27/1988
THOMSON MCKINNON SECURITIES INC.
NA
03/20/1985 - 02/24/1988
CAROLINA SECURITIES CORPORATION
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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