Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Rakoover is an investment advisor representative with Wells Fargo Clearing Services, LLC. Ronald has been in the industry since 1993 and holds several industry certifications, including Series 7, Series 10, Series 31, Series 63, and Series 65. Ronald has experience working in both broker-dealer and investment advisor capacities. Ronald has a strong track record of providing investment advice to individuals and institutions. Ronald is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
1
2
TX
05/15/2009 - Present
Wells Fargo Clearing Services, LLC (AUSTIN TX)
TX
10/06/1993 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (AUSTIN TX)
IA
Issued 11/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/28/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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