Unclaimed
Ronald Klemm is a registered representative of Raymond James Financial Services Advisors, Inc. Ronald has been in the industry since June 4, 2006. Ronald has passed multiple exams including the Series 7, Series 24, Series 66, and Series 99TO. Ronald holds a current registration in Florida and specializes in providing investment advisory services to individuals and businesses. Ronald also holds a position with the Civil Air Patrol - United States Air Force Auxiliary.
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
FL
03/06/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
BOTH
Issued 02/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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