Unclaimed
Ronald Wall is an investment advisor representative at Stratos Wealth Partners, Ltd. Ronald has been in the industry since 2001. Ronald is licensed in Pennsylvania and Texas. Ronald is a Series 7 and Series 63 licensed advisor. Ronald is a Registered Representative and Investment Advisor Representative.
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.
Percentage of assets under management with third party managers
1
2
PA
06/05/2024 - Present
Stratos Wealth Partners, Ltd. (Gladwyne PA)
PA
10/01/2013 - 06/05/2024
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
PA
06/01/2009 - 10/11/2013
MORGAN STANLEY (WEST CONSHOHOCKEN PA)
PA
08/15/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
PA
11/21/2001 - 08/29/2008
UBS FINANCIAL SERVICES INC. (CONSHOHOCKEN PA)
NY
09/03/1996 - 12/17/2001
INVESTEC PMG CAPITAL (NEW YORK NY)
NA
08/02/1996 - 08/26/1996
PENNSYLVANIA MERCHANT GROUP LTD.
NY
06/11/1992 - 08/15/1996
SCHRODER WERTHEIM & CO. INCORPORATED (NEW YORK NY)
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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