Unclaimed
Ronald Legnion is a financial advisor with Newedge Advisors, a firm with $10 billion to $50 billion in assets under management. Ronald has been working in the financial services industry for over 30 years and has experience with various advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. Ronald also holds licenses in Texas and is registered with Newedge Advisors as a Registered 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
LA
07/01/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
TX
07/01/2022 - 01/08/2024
NEWEDGE SECURITIES, INC. (BEAUMONT TX)
TX
08/25/1994 - 07/08/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEAUMONT TX)
MO
07/20/1988 - 08/26/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 08/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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