Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Blood is a financial advisor who has been active in the industry since December 1982. Ronald is currently registered with Wells Fargo Clearing Services, LLC and has been with them since January 2011. Previously, Ronald worked at Wells Fargo Investments, LLC and Banc of America Investment Services, INC. Ronald is licensed in 28 states and specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Ronald has experience working with a variety of clients, including high net worth individuals, corporations, and charitable organizations.
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
UT
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (PROVO UT)
UT
07/31/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (OREM UT)
CA
07/12/1999 - 07/31/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (TEMECULA CA)
CA
01/29/1993 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
MA
08/29/1991 - 08/03/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/29/1991 - 08/03/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
05/16/1991 - 07/23/1991
CALIFORNIA ONE
NA
07/09/1990 - 02/14/1991
FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.
CA
10/16/1989 - 05/29/1990
GLENFED BROKERAGE SERVICES (GLENDALE CA)
VA
10/31/1988 - 10/12/1989
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
04/23/1986 - 10/25/1988
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
NA
08/01/1985 - 04/18/1986
MML INVESTORS SERVICES, INC.
NA
08/30/1982 - 08/08/1985
KIDDER, PEABODY & CO. INCORPORATED
NA
12/11/1981 - 08/20/1982
COASTAL ASSET MANAGEMENT CORPORATION
IA
Issued 10/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
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
Not sure Ronald Blood is the right advisor for you? Invested Better is here to help.
