Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Jones is a financial advisor with Eagle Strategies LLC based in Saxonburg, Pennsylvania. Ronald has over 39 years of experience in the financial services industry. Ronald is licensed to sell securities in Pennsylvania. Ronald works with individuals, high-net-worth individuals, corporations, and charitable organizations. Ronald provides a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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.
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
PA
09/19/2000 - Present
Eagle Strategies LLC (SAXONBURG PA)
MA
09/24/1997 - 11/30/1998
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
VT
05/25/1994 - 09/02/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
02/28/1989 - 06/02/1994
G. R. PHELPS & CO., INC.
NA
07/17/1983 - 03/04/1989
NATIONWIDE ADVISORY SERVICES, INC.
BC
Issued 09/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1980
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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