Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Gray Kiser is a financial advisor registered with Kestra Private Wealth Services, LLC. Ronald has been in the financial industry for over 20 years and has experience in a variety of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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2
TX
06/23/2021 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
VA
01/11/2005 - 06/18/2021
TRUIST INVESTMENT SERVICES, INC. (NORFOLK VA)
MO
03/25/2002 - 12/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
01/03/2001 - 11/05/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
VA
06/16/1999 - 12/31/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 03/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2009
Series 4 - Registered Options Principal Examination
BC
Issued 07/21/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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