Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Douglas Jones is a financial advisor registered with Lee Financial Company, LLC. Ronald has been in the industry since 1990 and has a Series 63, Series 24, Series 8, and Series 7 license. Ronald is also a Chartered Financial Analyst. He is based in Dallas, Texas, and has been with Lee Financial since 2006. Ronald's experience includes investment advice for individuals, pensions, profit-sharing plans, trusts, estates, charities, corporations, and businesses. He provides financial planning and portfolio management for individuals, businesses, and pooled investment vehicles. Ronald is also a registered representative of Lee Financial Company, LLC.
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.
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 advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses
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
08/23/2006 - Present
LEE Financial Company, LLC (Dallas TX)
TX
03/04/1998 - 04/27/2001
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
RI
11/18/1991 - 02/25/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
TX
03/02/1990 - 10/16/1991
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
BC
Issued 02/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 07/22/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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