Unclaimed
Ronald Craig Dean is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Bridgeport, WV. Ronald Dean has been in the financial services industry since April 14, 2000. Ronald Dean holds Series 7, Series 63, and Series 65 licenses and has been registered with the Financial Industry Regulatory Authority (FINRA) since December 3, 2013. Ronald Dean is also a registered investment advisor in West Virginia. Ronald Dean is affiliated with the Raymond James Financial Services Advisors, Inc. office in Bridgeport and the office in Winfield, WV.
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
WV
12/03/2013 - Present
Raymond James Financial Services Advisors, Inc. (BRIDGEPORT WV)
WV
02/03/2012 - 10/29/2013
WESBANCO SECURITIES, INC. (PARKERSBURG WV)
WV
01/24/2000 - 12/05/2011
THE HUNTINGTON INVESTMENT COMPANY (CHARLESTON WV)
IA
Issued 02/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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