Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald McNeese is an investment advisor representative with Kestra Advisory Services, LLC. Ronald has been in the financial services industry since 1995 and has experience in various areas of financial planning, including estate planning, insurance, and general wealth management. Ronald holds Series 7, Series 31, Series 63, and Series 65 licenses. Ronald is registered with the state of Georgia as an investment advisor representative.
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
10/20/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
GA
09/08/2015 - 10/10/2022
BCG SECURITIES, INC. (St. Simons GA)
AZ
07/02/2010 - 09/10/2015
FAIRPORT CAPITAL, INC. (SCOTTSDALE AZ)
GA
07/31/2006 - 04/30/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (BRUNSWICK GA)
GA
09/01/2004 - 08/04/2006
WACHOVIA SECURITIES, LLC (POOLER GA)
NY
01/07/2000 - 08/30/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/31/1995 - 11/08/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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