Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Dane Graft is a financial advisor with over 30 years of experience in the industry. Ronald has a Series 7, Series 10, Series 24, Series 31, Series 63 and Series 65 licenses. Ronald is currently registered with Wells Fargo Clearing Services, LLC in McLean, Virginia and is also registered in 26 states across the country. Ronald has also been a registered representative for First Union Brokerage Services, Inc. Ronald is currently working with Wells Fargo Advisors LLC in McLean, Virginia.
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.
Investment consulting services to institutional clients
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.
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2
VA
10/01/2000 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
NC
09/10/1993 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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