Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Everest White is a financial advisor with over 40 years of experience in the industry. Ronald is currently registered with Raymond James & Associates, Inc. and is licensed in Indiana and Texas. Ronald has a variety of experience in the financial industry, having previously worked at Robert W. Baird & Co. Incorporated and Northwestern Mutual Investment Services, LLC. Ronald has a strong track record of success in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Ronald offers a variety of financial services, including investment management, financial planning, and retirement planning.
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.
Please see note in schedule d - miscellaneous
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
IN
12/11/2024 - Present
Raymond James & Associates, Inc. (MISHAWAKA IN)
WI
04/10/2000 - 12/20/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
01/02/2002 - 09/13/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/22/1986 - 04/04/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
07/20/1982 - 04/04/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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