Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Grieve is a financial advisor at Charles Schwab & CO., Inc. in Westlake, TX. Ronald has been in the financial services industry since 2002. Ronald has a strong background in the financial services industry with over 20 years of experience, specializing in providing financial planning and investment advice to individuals. Ronald has passed the Series 6, 7, and SIE exams and holds a Series 63 license, demonstrating his expertise in the field. Ronald is registered with FINRA and is a registered representative in 13 states. Ronald is a dedicated and experienced financial advisor, committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/22/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
06/12/2020 - 01/29/2021
TD AMERITRADE, INC. (OMAHA NE)
NE
02/15/2019 - 03/17/2020
TD AMERITRADE, INC. (OMAHA NE)
CO
09/15/2009 - 02/24/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
07/17/2006 - 12/15/2008
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
CO
07/06/2005 - 07/07/2006
CHASE INVESTMENT SERVICES CORP. (ARVADA CO)
IL
03/29/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
09/01/2003 - 03/08/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
02/24/2000 - 09/01/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NJ
08/31/1999 - 01/11/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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