Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Odle is a financial advisor with over 7 years of experience in the industry. Ronald has a strong background in investment advisory and has passed several industry exams including Series 63, Series 65, Series 66, Series 7TO, and SIE. Ronald is currently registered with Osaic Institutions, Inc. in Indiana. Ronald has previously worked for several well-known financial institutions including PNC Investments, Raymond James Financial Services, Inc. and Charles Schwab & Co., Inc. Ronald specializes in providing investment advice to individuals, corporations, and charitable 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
IN
12/19/2022 - Present
Osaic Institutions, Inc. (Fowler IN)
IN
02/26/2015 - 11/21/2018
PNC INVESTMENTS (WHEATFIELD IN)
IN
07/19/2013 - 10/07/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAFAYETTE IN)
IN
06/13/2012 - 07/16/2013
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 12/16/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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