Unclaimed
Ronald J. Campbell is a financial advisor with Morgan Stanley. Ronald has been in the industry since January 2, 2003. Ronald has been registered with Morgan Stanley since June 1, 2009. Prior to joining Morgan Stanley, Ronald was employed by CITIGROUP GLOBAL MARKETS INC. and PSA EQUITIES, INC. Ronald holds a Series 7, Series 10, Series 24, Series 65, Series 99TO, and SIE licenses. Ronald has also been registered in Maryland for both Broker-Dealer and Investment Advisor services since June 1, 2009.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MD
06/01/2009 - Present
Morgan Stanley (Baltimore MD)
NY
01/31/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
09/20/2005 - 01/08/2007
PSA EQUITIES, INC. (LUTHERVILLE MD)
MD
12/12/2002 - 09/28/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 12/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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