Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Edward Mc Kelvy has been in the financial industry since October 24, 1993. Ronald is currently registered with Ameriprise Financial Services, LLC. Ronald has a Series 7, Series 63 and SIE licenses. Ronald has held prior registrations with IDS LIFE INSURANCE COMPANY. Ronald has held several past registrations with a variety of states, including Alabama, Arizona, Florida, Georgia, Montana, North Carolina, Pennsylvania, Tennessee, Texas and Washington. Ronald specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ronald has been with Ameriprise Financial Services, LLC since March 2020. Ronald's clients are comprised of high net worth individuals, trusts and estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
GA
02/27/2012 - Present
Ameriprise Financial Services, LLC (RINGGOLD GA)
MN
10/25/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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