Unclaimed
Ronald Gilmore is a financial advisor with Cetera Investment Advisers LLC. Ronald has been in the financial industry since 1998. Ronald is licensed to provide investment advice in Virginia and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Ronald has experience working with a variety of clients, including individuals, businesses, and institutions. Ronald focuses on providing financial planning, portfolio management, and retirement planning services. Ronald's previous experience includes working at Ameriprise Financial Services, LLC, SunTrust Investment Services, Inc., Securian Financial Services, Inc., First Union Securities, Inc., and First Union Capital Markets Corp.
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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2
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 07/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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