Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Lee Bland is a registered investment advisor representative with Osaic Wealth, Inc., in San Mateo, California. Ronald has been in the industry since 1985 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Ronald holds the Series 7, Series 63, and Series 66 licenses. Ronald also holds the SIE license. Ronald is a highly experienced financial advisor with a strong track record of success.
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
CA
12/26/2018 - Present
Osaic Wealth, Inc. (SAN MATEO CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN MATEO CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN MATEO CA)
CA
03/10/1992 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (SAN MATEO CA)
KS
04/24/1985 - 03/24/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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