Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Hunt Purdy is a financial advisor with over 30 years of experience in the industry. Ronald has been registered with Equity Services, Inc. since June 2014. Prior to that, Ronald was associated with METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, H.D. VEST INVESTMENT SERVICES, TD WATERHOUSE INVESTOR SERVICES, INC. and INVESTORS CENTER, INC. Ronald has earned the Certified Financial Planner designation. Ronald is licensed to offer securities in Alabama, Colorado, Florida, Georgia, Kentucky, Louisiana, Minnesota, Mississippi, North Carolina, Pennsylvania, South Carolina, Tennessee, Utah, Virginia and Washington. Ronald currently holds Series 4, 7, 8, 24, 52, 53 and 66 licenses. Ronald has specializations in Fixed Annuities, Variable Annuities, Mutual Funds, Variable Life and Indexed Universal Life Insurance. In addition to his work with Equity Services, Inc., Ronald also works with APOGEE FINANCIAL PARTNERS.
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.
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.
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2
GA
06/12/2014 - Present
Equity Services, Inc. (ATLANTA GA)
GA
11/06/2012 - 06/13/2014
METLIFE SECURITIES INC. (ATLANTA GA)
GA
02/08/2007 - 06/13/2014
NEW ENGLAND SECURITIES (ATLANTA GA)
GA
09/22/2004 - 01/12/2007
H.D. VEST INVESTMENT SERVICES (ATLANTA GA)
NE
06/14/1989 - 03/20/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
12/13/1988 - 03/10/1989
INVESTORS CENTER, INC.
BOTH
Issued 10/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2011
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/04/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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