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Ronald Edward Wilson

Transamerica Financial Advisors, Inc.

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About Ronald Edward Wilson

Ronald Edward Wilson is a financial advisor who has been in the industry since 1986. Ronald is currently registered with Transamerica Financial Advisors, Inc. in Arizona and Texas. Ronald has a long history of working with individuals and has been registered with many firms, including Mutual Securities, Inc., MML Investors Services, LLC, AXA Advisors, LLC, and Union Capital Company. Ronald is a Chartered Financial Consultant and has a strong understanding of the financial planning process. Ronald is also a registered representative of Transamerica Financial Advisors, Inc., allowing Ronald to provide investment advice and sell securities.

Firm Information

Ronald Wilson is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Wilson’s Registration & Firm History

AZ

09/17/2020 - Present

Transamerica Financial Advisors, Inc. (Tucson AZ)

AZ

04/24/2019 - 09/09/2020

ALLSTATE FINANCIAL SERVICES, LLC (Tucson AZ)

AZ

04/04/2017 - 04/18/2019

MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)

AZ

12/01/2011 - 08/03/2015

MUTUAL SECURITIES, INC. (TUCSON AZ)

AZ

08/30/2010 - 10/12/2011

STIFEL, NICOLAUS & COMPANY, INCORPORATED (TUCSON AZ)

AZ

09/14/2007 - 09/08/2010

AXA ADVISORS, LLC (TUCSON AZ)

AZ

11/05/2003 - 09/14/2007

UNION CAPITAL COMPANY (TUCSON AZ)

MO

06/09/1997 - 11/06/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

MA

03/01/1996 - 06/06/1997

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

07/18/1994 - 03/01/1996

G. R. PHELPS & CO., INC.

MA

08/02/1989 - 07/19/1994

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

MA

06/08/1988 - 08/15/1989

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

05/15/1986 - 06/21/1988

INTEGRATED RESOURCES EQUITY CORPORATION

NA

04/25/1986 - 05/30/1986

CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.

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Licenses & Designations

IA

Issued 10/09/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ronald Edward Wilson. Review regulatory record here.
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