Unclaimed
Ronald Gary Mann is a financial advisor associated with Edward Jones. Ronald has been in the financial services industry for over 20 years and has a strong track record of providing personalized financial advice to his clients. He is committed to helping individuals and families achieve their financial goals. Ronald has a diverse range of certifications including the Series 7 and Series 66 licenses. He is registered with the Financial Industry Regulatory Authority (FINRA) as well as the state of California and Texas. Ronald is also registered as an Investment Advisor Representative. He is committed to providing his clients with a wide range of financial services, including financial planning, retirement planning, and investment management. He has built a successful career serving the needs of individual clients, partnerships, and corporations. He has access to the resources of a large firm, while providing his clients the personalized service they expect. Ronald's commitment to his clients is evident in the number of years he has been with Edward Jones and the many states he is licensed in.
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.
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.
See schedule d - miscellaneous
1
2
CA
01/09/2019 - Present
Edward Jones (Granada Hills CA)
BOTH
Issued 09/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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