Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Wiser has been in the financial services industry since August 6, 1968. Ronald is a Certified Financial Planner and a Chartered Financial Consultant. Ronald works as an Investment Advisor Representative for Kestra Advisory Services, LLC and also has registrations with Kestra Investment Services, LLC. Ronald has a history of employment with PW Securities, Inc., Transamerica Financial Advisors, Inc and Western Reserve Life Ins. Ronald Wiser has a broad range of specialties, including investment advisory services, portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
1
2
MI
04/20/2016 - Present
Kestra Advisory Services, LLC (KALAMZAZOO MI)
MI
04/01/1991 - 05/07/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (KALAMAZOO MI)
NA
08/07/1968 - 04/01/1991
PW SECURITIES, INC.
IA
Issued 12/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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