Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Gilmore has been in the financial services industry for over 20 years. He is a registered representative with Cetera Investment Advisers LLC, a firm that provides financial planning, portfolio management, and other advisory services. Ronald's prior experience includes time at Ameriprise Financial Services, LLC, SunTrust Investment Services, Inc., Securian Financial Services, Inc., First Union Securities, Inc., and First Union Capital Markets Corp. He is licensed in multiple states, including Virginia, Florida, Georgia, New York, North Carolina, Ohio, and South Carolina, and holds multiple industry licenses including Series 6, 7, 63, and 65, as well as the SIE exam.
POWHATAN, VA
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.
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.
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VA
03/21/2024 - Present
Cetera Investment Advisers LLC (POWHATAN VA)
VA
05/17/2012 - 09/02/2020
AMERIPRISE FINANCIAL SERVICES, LLC (RICHMOND VA)
VA
01/09/2004 - 05/18/2012
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
MN
08/15/2001 - 12/16/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MO
10/01/1999 - 08/10/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/29/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 7/9/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/6/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 8/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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