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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 Medaris is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. He has over 29 years of experience in the industry. Prior to joining Wells Fargo Clearing Services, LLC, Ronald Medaris was registered with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ronald has a wide range of experience in the industry, including serving as an executor for an estate, and working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Ronald holds several licenses including Series 3, 7, 8, 9, 10, 31, 63, and 65. He is currently licensed in Arkansas, California, Florida, Massachusetts, Oklahoma, Texas, and Utah.
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.
1
2
TX
01/13/2016 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
11/19/2003 - 12/23/2015
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
NY
08/22/1995 - 11/20/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/31/1995 - 08/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NY
05/06/1994 - 08/03/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/18/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 3 - National Commodity Futures Examination
BC
Issued 05/03/1994
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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