Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Redor Gregorio is a financial advisor with over 19 years of experience in the industry. Ronald is registered with Raymond James Financial Services Advisors, Inc. and has a Series 7, Series 66, and SIE license. Ronald has been working with clients since 2005 and has a broad range of experience in financial planning, retirement planning, and insurance services. Ronald is also a board member of Mental Health Kokua, a non-profit organization. Ronald provides financial guidance to a wide range of clients, including individuals, businesses, and non-profit organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
05/03/2017 - Present
Raymond James Financial Services Advisors, Inc. (MILILANI HI)
HI
04/18/2011 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (PEARL CITY HI)
HI
03/22/2005 - 04/11/2011
LPL FINANCIAL LLC (HONOLULU HI)
BOTH
Issued 06/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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