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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Paul Hunter is a financial advisor at Wells Fargo Clearing Services, LLC, with over 39 years of experience in the financial industry. Ronald's expertise includes investment consulting services to institutional clients, portfolio management for individuals and businesses, and financial planning. Prior to joining Wells Fargo Clearing Services, Ronald was a registered representative at Morgan Stanley DW INC., PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and FIRST AMERICAN NATIONAL SECURITIES, INC. Ronald specializes in various investment strategies including stocks, bonds, mutual funds, and ETFs, and holds Series 6, 7, 26, 63 and 65 securities licenses.
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.
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.
Investment consulting services to institutional clients
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
SC
07/10/2006 - Present
Wells Fargo Clearing Services, LLC (HILTON HEAD ISLAND SC)
SC
06/10/2005 - 07/11/2006
MORGAN STANLEY DW INC. (HILTON HEAD ISLAND SC)
PA
01/01/2004 - 06/15/2005
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
06/03/1994 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
IN
06/28/1993 - 06/07/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/28/1993 - 06/07/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
GA
02/05/1992 - 06/22/1993
PFS INVESTMENTS INC. (DULUTH GA)
GA
12/13/1983 - 04/25/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 09/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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