Unclaimed
Ronald Bagley is a financial advisor with Kestra Advisory Services, LLC. Ronald has been working in the financial industry for over 16 years. Ronald has a strong background in helping individuals manage their goals within their specific risk tolerance using a variety of financial products and tools. Ronald is a registered representative in Texas and also holds Series 7, Series 63, Series 66, and Series 24 licenses. In addition to his role as a financial advisor, Ronald is also a member of The Paluxy Ponderosa LLC, a real estate company.
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
TX
11/03/2021 - Present
Kestra Advisory Services, LLC (Willow Park TX)
TX
04/15/2016 - 11/08/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLOW PARK TX)
TX
07/25/2006 - 04/18/2016
EDWARD JONES (ALEDO TX)
BOTH
Issued 01/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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