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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Bristol is a financial advisor at Stephens, a firm with a long history of providing financial services to individuals and institutions. Ronald holds a variety of licenses and certifications, including Series 7, Series 63, and Series 79, which allow Ronald to provide a wide range of financial services to clients. Ronald specializes in providing investment advice, financial planning, and portfolio management services. Ronald works with clients of all types, including individuals, families, businesses, and institutions. Ronald is committed to providing clients with the highest level of service and personalized attention.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
08/03/2021 - Present
Stephens (NEW YORK NY)
BC
Issued 06/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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