Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Wilson is a financial advisor with LPL Financial LLC, based in Garland, TX. Ronald has been in the industry since 1991 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Allianz Global Investors Distributors LLC, and Van Kampen Funds Inc. Ronald specializes in a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
10/27/2020 - Present
LPL Financial LLC (GARLAND TX)
TX
04/26/2012 - 11/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
NY
09/09/2010 - 04/30/2012
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
TX
04/02/2007 - 06/04/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NY
02/08/1991 - 04/02/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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