Unclaimed
Ronald Endsley is a financial advisor with over 30 years of experience in the industry. Ronald has been with Charles Schwab & Co., Inc. since July 2018. Ronald was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Stifel, Nicolaus & Company, Incorporated, A. G. Edwards & Sons, Inc. and Edward D. Jones & Co., L.P. Ronald is registered to provide investment advice in 37 states and is also a registered representative of Charles Schwab & Co., Inc. in both Illinois and Texas. Ronald offers financial planning services. Ronald has been offering financial services and advice since November 20, 1984. Ronald is a registered Investment Advisor, a registered representative, and is also a Registered Principal.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
01/09/2019 - Present
Charles Schwab & CO., Inc. (Champaign IL)
IL
11/30/2012 - 07/30/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAMPAIGN IL)
IL
11/09/2001 - 12/06/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHAMPAIGN IL)
MO
09/13/1989 - 11/21/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
11/21/1984 - 09/20/1989
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 04/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1990
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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