Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Joel Willis is a registered representative with LPL Financial LLC, a leading independent broker-dealer and Registered Investment Advisor. Ronald has been in the financial services industry since 2007 and is licensed to provide investment advice in New York, Pennsylvania, and Texas. He has also held previous positions with UVEST Financial Services Group, Inc. and AXA Advisors, LLC. Ronald has a strong background in providing financial planning and investment management services. He is committed to helping clients achieve their financial goals by providing personalized advice and guidance. Ronald is an active member of the community and is committed to giving back. He is a strong advocate for financial literacy and education.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
01/29/2022 - Present
LPL Financial LLC (BUFFALO NY)
NY
06/14/2010 - 06/21/2010
LPL FINANCIAL CORPORATION (AMHERST NY)
NY
12/02/2009 - 06/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (AMHERST NY)
NY
09/25/2007 - 11/16/2009
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 10/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Willis is the right advisor for you? Invested Better is here to help.
