Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Valdez is a financial advisor with over 20 years of experience in the financial services industry. Ronald is currently registered with Fidelity Brokerage Services LLC and has previously been registered with Edward Jones, Wells Fargo Advisors, LLC, BB&T Investment Services, Inc., Wachovia Securities, LLC, and First Union Brokerage Services, Inc. Ronald has held various roles within these firms, including Financial Advisor and Registered Representative. He is Series 6, 7, 63, and 65 licensed, and holds the Securities Industry Essentials Examination (SIE) designation. Ronald is a committed financial professional dedicated to providing personalized financial guidance and investment strategies to meet his clients' needs.
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.
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
NH
10/14/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
FL
10/03/2014 - 06/30/2021
EDWARD JONES (BRADENTON FL)
FL
04/12/2013 - 10/03/2014
WELLS FARGO ADVISORS, LLC (BRADENTON FL)
FL
07/17/2012 - 02/01/2013
BB&T INVESTMENT SERVICES, INC. (BRADENTON FL)
FL
11/05/2010 - 04/11/2012
WELLS FARGO ADVISORS, LLC (BRADENTON FL)
FL
01/11/2008 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SARASOTA FL)
MO
10/01/2000 - 09/05/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
05/09/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 1/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/4/2010
Series 7 - General Securities Representative Examination
BC
Issued 5/8/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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