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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Devos is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Forest, VA. Ronald has been in the industry since August 10, 1998. Ronald is registered as a Registered Representative with FINRA and is licensed in 16 states. Ronald is also a Registered Investment Advisor and is licensed in two states. Ronald is affiliated with Cambridge Investment Research Advisors, Inc. and has been with them since November 2014. Ronald has previously been affiliated with C C F INVESTMENTS, INC., THE LEADERS GROUP, INC. and PFS INVESTMENTS INC. Ronald specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, market timing services and selection of other advisers. Ronald has also been actively involved in other businesses outside of financial services. Ronald holds a Series 6, 7, 26, 63 and 65 securities licenses as well as a SIE license. Ronald has been a licensed insurance agent for independent insurance companies.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
11/19/2014 - Present
Cambridge Investment Research Advisors, Inc. (FOREST VA)
VA
01/05/2006 - 11/20/2014
C C F INVESTMENTS, INC. (FOREST VA)
CO
02/13/2003 - 12/31/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
11/05/2001 - 01/28/2003
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
07/13/1998 - 10/25/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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