Unclaimed
Ronald Wayne Powell is a financial professional with over 20 years of experience in the financial services industry. Ronald is currently registered with Cetera Investment Advisers LLC and has been registered with the state of Pennsylvania since August 10, 2023. Previously, Ronald was registered with Securian Financial Services, Inc. from February 20, 2002 to August 10, 2023. Ronald holds Series 7, Series 66, and SIE licenses. Ronald is also a licensed insurance agent/broker and provides tax preparation services. Ronald has a broad range of experience serving individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and state or municipal government entities. Ronald's primary focus is on providing financial planning, investment advice, and portfolio management 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.
A percentage of the total value of assets under management is charged.
1
2
PA
08/10/2023 - Present
Cetera Investment Advisers LLC (ALIQUIPPA PA)
PA
02/20/2002 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ALIQUIPPA PA)
BOTH
Issued 3/4/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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