Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Clinard is a financial advisor with over 30 years of experience in the industry. Ronald has worked for a number of firms throughout their career, including Smith Barney, Harris Upham & Co., Incorporated, PaineWebber Incorporated, Wachovia Securities, Inc., Prudential-Bache Securities Inc., Wells Fargo Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC. Ronald currently is an investment advisor representative for NewEdge Advisors. Ronald specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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
LA
09/21/2017 - Present
Newedge Advisors (NEW ORLEANS LA)
NC
04/22/2016 - 09/25/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HIGH POINT NC)
NC
06/15/2002 - 04/22/2016
WELLS FARGO ADVISORS, LLC (HIGH POINT NC)
NC
08/21/1990 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
02/17/1989 - 05/16/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
07/25/1988 - 03/06/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
08/18/1986 - 08/03/1988
THE PINNACLE GROUP, INC.
NA
11/12/1984 - 08/29/1986
CAROLINA SECURITIES CORPORATION
NA
02/10/1984 - 11/19/1984
PAINEWEBBER INCORPORATED
IA
Issued 03/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/11/1984
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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