Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Scott is a financial advisor with over 40 years of experience in the industry. Ronald has been a registered representative with Osaic Wealth, Inc. since September 2023 and has held previous roles with SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Ronald is a Series 7, Series 63, Series 24, Series 51, and Series 65 licensed professional and has a strong track record of success in providing financial advice to individuals and families. Ronald is committed to helping clients achieve their financial goals and providing them with personalized, comprehensive financial planning solutions.
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.
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
MA
03/05/2024 - Present
Osaic Wealth, Inc. (WORCESTER MA)
MA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WORCHESTER MA)
AZ
01/04/1991 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
05/18/1990 - 01/03/1991
USLIFE EQUITY SALES CORP. (NEW YORK NY)
MN
03/26/1980 - 03/26/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/26/1980 - 03/26/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
03/26/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 10/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/16/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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