Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Eugene Bryant is a financial advisor currently working for Avantax Advisory Services, based in Dallas, Texas. Ronald has been in the financial industry since October 23, 2004. Ronald has been registered with the state of Georgia since April 6, 2023. He holds Series 7 and Series 63 licenses and has a SIE certification. Ronald has a broad range of experience and has worked with several firms in the past, including Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Securities America, Inc., Triad Advisors LLC, Woodbury Financial Services, Inc., FSC Securities Corporation, Ameriprise Financial Services, Inc., and Oppenheimer & Co. Inc. Ronald's expertise lies in providing financial planning, pension consulting, and portfolio management for individuals and businesses. He also offers educational seminars to his clients.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
04/06/2023 - Present
Avantax Advisory Services (DALLAS TX)
AZ
04/22/2021 - 08/17/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/22/2021 - 08/17/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
04/22/2021 - 08/17/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
04/22/2021 - 08/17/2022
TRIAD ADVISORS LLC (ATLANTA GA)
MN
04/22/2021 - 08/17/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/05/2014 - 08/17/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
03/20/2013 - 08/29/2014
AMERIPRISE FINANCIAL SERVICES, INC. (SANDY SPRINGS GA)
GA
12/17/2007 - 05/18/2012
OPPENHEIMER & CO. INC. (ATLANTA GA)
NJ
09/20/2000 - 07/05/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 07/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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