Unclaimed
Ronald Franklin Metcalf is a financial advisor with Cetera Investment Advisers LLC. Ronald has been in the financial services industry since 1986 and has a wide range of experience in helping individuals and families meet their financial goals. Ronald is a registered representative and investment advisor representative in South Carolina and Texas. Ronald is committed to providing his clients with personalized financial advice and guidance.
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
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENVILLE SC)
SC
12/19/1986 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GREENVILLE SC)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/9/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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