Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald James Smith is a financial advisor with over 37 years of experience in the industry. Ronald is registered to provide investment advice in Florida, Georgia, Ohio and South Carolina. Ronald currently works at Cambridge Investment Research Advisors, Inc. and has been with the firm since January 2020. Prior to that, Ronald worked at Nationwide Securities, LLC for over 17 years. Ronald holds the following licenses: Series 66, Series 26, Series 7 and SIE.
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.
Solicitation fees from 3rd party money managers
1
2
OH
01/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (Olmsted Falls OH)
SC
05/31/2002 - 12/31/2019
NATIONWIDE SECURITIES, LLC (COLUMBIA SC)
NA
07/17/1983 - 10/23/1992
NATIONWIDE ADVISORY SERVICES, INC.
BOTH
Issued 11/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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