Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Nathaniel White is a financial professional based in Atlanta, GA. Ronald is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ronald has been in the industry since 1985 and has experience with Merrill Lynch, Pierce, Fenner & Smith Inc., UBS Financial Services Inc., and NationsSecurities. Ronald is also a registered investment advisor with experience at Merrill Lynch, Pierce, Fenner & Smith Inc. and UBS Financial Services Inc. Ronald's expertise includes a range of financial services such as portfolio management for individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
12/15/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
11/19/2008 - 12/23/2014
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
01/20/1998 - 11/20/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
MA
01/01/1998 - 01/27/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
04/16/1993 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
09/24/1985 - 04/02/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/08/1995
Series 4 - Registered Options Principal Examination
BC
Issued 09/25/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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