Unclaimed
Ronald Woodruff is a financial professional with experience in the financial industry. Ronald is a Chartered Financial Analyst and holds FINRA licenses including Series 27, Series 24, Series 7TO, Series 99TO, and the SIE. Ronald has a broad range of experience in providing investment advice, portfolio management, and financial planning. Ronald is currently registered with Trust Advisory Group Ltd. and Stonex Advisors Inc.. Ronald specializes in providing advice to individuals, high-net-worth individuals, and pension and profit-sharing plans.
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
AL
01/16/2025 - Present
Trust Advisory Group Ltd. (BIRMINGHAM AL)
AL
08/06/2019 - 03/23/2022
STONEX FINANCIAL INC. (BIRMINGHAM AL)
BC
Issued 10/26/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2019
Series 99TO - Operations Professional Examination
BC
Issued 07/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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