Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Sweezea is a financial advisor with PFS Investments Inc., located in Richland, WA. Ronald has been in the industry since 2002, and is registered with the state of Washington as an Investment Advisor Representative (IAR) and Broker-Dealer. Ronald holds the Series 6, Series 26, Series 63 and Series 65 licenses. Ronald has been with PFS Investments Inc. since 2014. Ronald's primary focus is providing portfolio management for individuals. Ronald is also a registered representative of Primerica Financial Services.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
07/08/2014 - Present
PFS Investments Inc. (RICHLAND WA)
IA
Issued 06/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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