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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Ouwenga is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 20 years of experience in the industry. Ronald has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ronald is registered with the Securities and Exchange Commission and FINRA and holds Series 3, 7, 63, and 65 licenses as well as the SIE. Ronald is a Certified Financial Planner and is committed to providing clients with personalized financial advice and services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
09/13/2018 - Present
Stifel, Nicolaus & Company, Inc. (BOURBONNAIS IL)
IL
06/01/2009 - 09/19/2018
MORGAN STANLEY (BOURBONNAIS IL)
IL
09/26/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORLAND PARK IL)
IL
10/24/2003 - 10/09/2008
CITIGROUP GLOBAL MARKETS INC. (BOURBONNAIS IL)
NY
06/21/2002 - 03/21/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2002
Series 3 - National Commodity Futures Examination
BC
Issued 06/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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