Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Dewaine Davis is a financial advisor with LPL Financial LLC, and has been in the industry since 1993. Ronald is registered with the state of Ohio as an investment advisor representative and also holds a Series 6, 7, 24 and 63 licenses. Ronald has worked with a variety of clients including individuals, corporations, trusts, pension and profit-sharing plans, and charitable organizations. Ronald has a proven track record of success and is committed to providing clients with personalized financial advice and guidance. In addition to his role with LPL Financial LLC, Ronald also has other business interests including real estate rental.
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.
Consulting and other non-discretionary advisory services
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
OH
06/24/2016 - Present
LPL Financial LLC (ZANESVILLE OH)
TX
08/26/1997 - 09/02/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
FL
07/31/1996 - 09/10/1997
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
MA
02/27/1991 - 10/12/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
02/27/1991 - 02/11/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MN
06/25/1990 - 11/20/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/25/1990 - 11/20/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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