Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Lamont Anderson is a financial advisor at Osaic Wealth, Inc. located in Birmingham, Alabama. Ronald has been in the financial services industry since 1998. He holds multiple licenses, including Series 6, Series 26, and Series 63. Ronald specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ronald's previous experience includes positions at SAGEPOINT FINANCIAL, INC., SECURIAN FINANCIAL SERVICES, INC., MUTUAL OF OMAHA INVESTOR SERVICES, INC., MAIN STREET MANAGEMENT COMPANY, and FIRST INVESTORS CORPORATION.
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.
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.
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2
AL
09/01/2023 - Present
Osaic Wealth, Inc. (BIRMINGHAM AL)
AL
08/11/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BIRMINGHAM AL)
AL
12/04/2014 - 08/26/2020
SECURIAN FINANCIAL SERVICES, INC. (Birmingham AL)
AL
10/31/2012 - 12/03/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (HOOVER AL)
MA
04/10/1989 - 06/25/2001
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NJ
01/30/1987 - 04/17/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 02/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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