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 Cross is a financial advisor with over 35 years of experience in the industry. Ronald is a registered representative of Wells Fargo Clearing Services, LLC, and offers a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and investment consulting services to institutional clients. Ronald has a strong track record of success in helping clients achieve their financial goals.
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
OH
01/07/2011 - Present
Wells Fargo Clearing Services, LLC (DAYTON OH)
OH
02/18/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DAYTON OH)
OH
09/24/1998 - 03/04/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
10/14/1994 - 10/08/1998
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
05/06/1986 - 09/22/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
11/14/1984 - 05/31/1985
EDWARD D. JONES & CO., L.P.
NA
02/23/1984 - 08/16/1984
FIRST INVESTORS CORPORATION
BOTH
Issued 08/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1984
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 12/31/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/18/1989
Series 24 - General Securities Principal Examination
BC
Issued 11/06/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1984
Series 6 - Investment Company Products/Variable Contracts 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
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