Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Michael Davis has been in the financial services industry since November 4, 1970. Ronald is currently registered with Morgan Stanley as an investment advisor representative. Ronald has been with Morgan Stanley since June 1, 2009. Previously, Ronald was employed with Citigroup Global Markets Inc., Dean Witter Reynolds Inc., and W. E. Hutton & Co. Ronald is licensed in several states including Texas, California, Colorado, Georgia, Kansas, New Mexico, North Carolina, and Tennessee.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Morgan Stanley (Dallas TX)
TX
04/25/1978 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NA
02/24/1978 - 04/25/1978
DEAN WITTER REYNOLDS INC.
NA
08/12/1974 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
11/05/1970 - 08/19/1974
W. E. HUTTON & CO.
BC
Issued 05/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1995
PC - AMEX Put and Call Exam
BC
Issued 10/06/1981
Series 5 - Interest Rate Options Examination
BC
Issued 03/05/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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