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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 Bernard Adrian is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Ronald Adrian has been in the industry for over 35 years. Ronald Adrian has experience in financial planning, portfolio management for businesses and individuals, as well as pension consulting. Ronald Adrian holds Series 7, 63, and 65 licenses. Ronald Adrian was previously registered with Summit Brokerage Services, Inc. and VSR Financial Services, Inc.
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
KS
01/02/2024 - Present
Raymond James Financial Services Advisors, Inc. (Leawood KS)
KS
09/01/2016 - 07/18/2017
SUMMIT BROKERAGE SERVICES, INC. (LEAWOOD KS)
KS
09/27/1988 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (LEAWOOD KS)
NA
06/25/1986 - 10/17/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 10/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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