Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Gene Looney is a financial advisor with over 20 years of experience in the industry. Ronald Gene Looney is currently registered with Raymond James Financial Services Advisors, Inc. in Indiana and Texas. Ronald Gene Looney's previous employment includes Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Ronald Gene Looney is a partner with Burton Vosmeier & Looney Financial Advisory Group and BVL Advisors LLC. Ronald Gene Looney is also a co-owner and manager of BVL Enterprises LLC. Ronald Gene Looney specializes in providing financial planning, portfolio management, pension consulting, and educational seminars to individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
09/28/2020 - Present
Raymond James Financial Services Advisors, Inc. (FORT WAYNE IN)
IN
03/21/2003 - 10/21/2014
RAYMOND JAMES & ASSOCIATES, INC. (FORT WAYNE IN)
NY
02/16/2001 - 02/20/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
12/05/2000 - 01/04/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/05/2000 - 01/04/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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