Unclaimed
Ronald Palmateer is a financial advisor with over 20 years of experience in the industry. Ronald is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Georgia. Prior to joining Osaic Wealth, Inc., Ronald was a registered representative with FSC Securities Corporation and Advantage Capital Corporation. Ronald has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Ronald holds several securities licenses, including Series 7, 24, 53, 66, and SIE. Ronald is committed to providing his clients with personalized financial advice and guidance.
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.
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2
GA
11/03/2023 - Present
Osaic Wealth, Inc. (ATLANTA GA)
GA
04/26/2004 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
01/09/2007 - 03/03/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MN
10/02/2002 - 08/19/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/02/2002 - 08/19/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2013
Series 4 - Registered Options Principal Examination
BC
Issued 08/24/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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