Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Lee is a financial advisor at Osaic Wealth, Inc. Ronald has over 30 years of experience in the financial services industry. Ronald holds the Series 6, 7, 99 and SIE licenses and is registered to conduct business in Florida and Missouri. Ronald specializes in providing financial planning, investment management, and portfolio management services for individuals, businesses, and retirement plans.
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
MO
12/18/2023 - Present
Osaic Wealth, Inc. (CHESTERFIELD MO)
FL
07/03/2012 - 08/13/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
CA
11/14/1995 - 11/01/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MD
02/07/1995 - 09/27/1995
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 06/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2012
Series 99 - Operations Professional Examination
BC
Issued 02/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Lee is the right advisor for you? Invested Better is here to help.
