Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Joseph Trahan is a financial advisor with Edward Jones, a firm that has been in business for over 100 years and manages over $800 billion in client assets. Ronald is a registered representative and investment advisor representative, holding the Series 6, Series 7, Series 63, and Series 66 licenses. He has been working in the financial services industry since 2011 and has a strong track record of success. Ronald provides financial planning and investment management services to a variety of clients, including individuals, families, and businesses. He also offers services for retirement planning, education planning, and estate planning. Ronald is dedicated to providing personalized financial guidance to help his clients reach 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.
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.
See schedule d - miscellaneous
1
2
ME
09/11/2023 - Present
Edward Jones (TURNER ME)
ME
06/09/2014 - 10/30/2015
LPL FINANCIAL LLC (MANCHESTER ME)
ME
06/23/2011 - 06/28/2012
KEY INVESTMENT SERVICES LLC (AUGUSTA ME)
BOTH
Issued 09/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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