Unclaimed
Ronald Campbell is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL. Ronald is a Certified Financial Planner and has been in the financial services industry since 1983. Ronald has experience in financial planning, portfolio management, and consulting. Ronald's background includes working for several financial institutions, including USA Financial Securities Corporation, WRP Investments, Inc., AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Mutual Service Corporation, Morgenthau & Associates, Inc., and Platinum Associates Ltd.
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.
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.
Hourly & fixed rate consulting
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.
1
2
MD
04/16/2019 - Present
J. W. Cole Advisors, Inc. (GLEN BURNIE MD)
MD
08/28/2008 - 01/25/2012
USA FINANCIAL SECURITIES CORPORATION (GLEN BURIE MD)
MD
01/09/2006 - 12/31/2007
USA FINANCIAL SECURITIES CORPORATION (GLEN BURIE MD)
OH
12/02/2005 - 01/26/2006
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
MD
10/31/2005 - 12/09/2005
AIG FINANCIAL ADVISORS, INC. (GLEN BURNIE MD)
AZ
08/23/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
07/26/1984 - 08/24/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
04/23/1984 - 07/02/1984
MORGENTHAU & ASSOCIATES, INC.
NA
03/15/1983 - 03/26/1984
PLATINUM ASSOCIATES LTD.
BC
Issued 03/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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