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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 Wilson is a financial advisor at Raymond James Financial Services Advisors, Inc. Ronald has over 30 years of experience in the financial services industry. He is registered with the state of Florida as a Registered Investment Advisor (RIA). Ronald's expertise includes financial planning, portfolio management, and pension consulting. He is also a Certified Public Accountant (CPA). Ronald has a strong track record of providing personalized financial advice and services to individuals and families.
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
FL
06/25/2009 - Present
Raymond James Financial Services Advisors, Inc. (WEST PALM BEACH FL)
MD
11/23/1998 - 09/09/2004
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
TN
08/28/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 09/19/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
10/23/1992 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
IA
Issued 12/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/09/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/23/1994
Series 24 - General Securities Principal Examination
BC
Issued 07/06/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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