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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Folwell is a financial advisor with Raymond James Financial Services Advisors, Inc. in The Woodlands, TX. Ronald has been working in the financial services industry since 1991 and has experience with individual, corporate, and institutional clients. Ronald has a broad range of financial services experience, including retirement planning, investment management, and insurance planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
08/21/2024 - Present
Raymond James Financial Services Advisors, Inc. (The Woodlands TX)
TX
08/18/2022 - 11/16/2023
GOLDMAN SACHS & CO. LLC (THE WOODLANDS TX)
TX
11/01/2017 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (THE WOODLANDS TX)
TX
12/05/2014 - 11/01/2017
GIRARD SECURITIES, INC. (THE WOODLANDS TX)
TX
04/08/1991 - 12/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
MN
04/08/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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