Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Klimas is a financial advisor with over 30 years of experience in the financial services industry. Ronald has a broad range of experience, having worked with a variety of firms, including Securities America, Inc., InterSecurities, Inc., and Invest Financial Corporation. Ronald is currently a Registered Representative and Investment Advisor Representative with Osaic Advisory Services, LLC, and is also a Managing Member of Fort Loudon Financial LLC. Ronald is dedicated to providing personalized financial advice to individuals and families, and has a particular focus on retirement planning, investment management, and estate planning.
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.
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2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
TN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Knoxville TN)
TN
12/07/1998 - 11/23/2020
SECURITIES SERVICE NETWORK, LLC (Knoxville TN)
FL
05/25/1995 - 12/02/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
WI
10/01/1993 - 04/12/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
04/20/1993 - 05/07/1993
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
CO
02/22/1993 - 03/12/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 03/24/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 07/13/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/21/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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