Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Ray Schneider is a financial advisor with UBS Financial Services Inc. Ronald has been in the industry for over 4 years and has held various roles within the financial services sector. Ronald has a strong background in the financial industry. Ronald holds the Series 7TO, SIE, and Series 66 licenses. Ronald is registered with the state of Indiana as an Investment Advisor Representative. Ronald is also registered with the state of North Carolina and Texas. Ronald is active in the community and is a member of the United States Tennis Association Midwest Section and serves on their Investment Committee. Ronald is also a volunteer Assistant Boys Tennis Coach at Park Tudor High School.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
05/01/2024 - Present
UBS Financial Services Inc. (INDIANAPOLIS IN)
IN
08/24/2020 - 05/02/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
BOTH
Issued 09/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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