Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Rex Dalley is an active investment advisor representative with Osaic Wealth, Inc. Ronald has been in the financial services industry since 1999. Prior to joining Osaic Wealth, Inc., Ronald was a financial advisor at SagePoint Financial, Inc. and Morgan Stanley. Ronald's experience and expertise allows him to provide comprehensive financial planning and investment management services to individuals, families, 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.
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.
1
2
NM
09/01/2023 - Present
Osaic Wealth, Inc. (FARMINGTON NM)
NM
10/07/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FARMINGTON NM)
NM
06/01/2009 - 10/17/2022
MORGAN STANLEY (FARMINGTON NM)
NM
08/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FARMINGTON NM)
NM
03/14/2000 - 08/26/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON NM)
MO
09/09/1999 - 02/12/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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