Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Dawson is a financial professional with over 40 years of experience in the financial services industry. Ronald is currently registered with Cetera Investment Advisers LLC and has previously been registered with Securian Financial Services, Inc. and NYLife Securities Inc. Ronald holds several industry licenses, including the Series 7, Series 63, Series 65, Series 22TO and Series 24. Ronald is a Chartered Financial Consultant and provides financial planning, portfolio management for businesses and individuals, and educational seminars. Ronald specializes in serving the needs of high-net-worth individuals, charitable organizations, corporations, 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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/10/2023 - Present
Cetera Investment Advisers LLC (SAN ANTONIO TX)
TX
06/07/1993 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
NY
10/25/1982 - 02/26/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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