Unclaimed
Ronald Ed Thacker is an investment advisor representative with Americana Partners, LLC. Ronald has been in the industry since 1986 and has held previous positions with Morgan Stanley, Purshe Kaplan Sterling Investments, Lehman Brothers Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Ronald is registered to provide investment advice in Louisiana and Texas. Americana Partners, LLC provides financial planning, selection of other advisers, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
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.
1
2
TX
03/31/2021 - Present
Americana Partners, LLC (HOUSTON TX)
TX
06/28/2021 - 10/05/2023
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
TX
06/01/2009 - 01/21/2021
MORGAN STANLEY (DALLAS TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)
TX
08/13/1990 - 04/02/2007
MORGAN STANLEY DW INC. (DALLAS TX)
NY
05/30/1989 - 08/30/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/25/1986 - 06/09/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1986
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 03/03/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/03/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1991
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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