Unclaimed
Ronald Kenneth Hammelman is a financial advisor with Wells Fargo Clearing Services, LLC. Ronald has been in the financial services industry since 1989 and has a broad range of experience in both investment advisory and brokerage services. Ronald is registered to provide investment advice and brokerage services in 48 states and has a strong track record of helping clients reach their financial goals. Ronald currently holds his Series 7, Series 3, Series 63, and Series 65 licenses as well as the SIE. Ronald's expertise includes portfolio management for individuals and businesses, financial planning, pension consulting, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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
MO
03/05/2020 - Present
Wells Fargo Clearing Services, LLC (CHESTERFIELD MO)
MO
06/01/2009 - 10/07/2015
MORGAN STANLEY (CLAYTON MO)
MO
08/10/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. LOUIS MO)
MO
02/14/1994 - 08/16/2007
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
NY
02/14/1989 - 02/23/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1991
Series 3 - National Commodity Futures Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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