Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Wheat is a registered representative with Transamerica Retirement Advisors, LLC in Lutz, FL. Ronald has been working in the securities industry since 1998. Ronald is licensed to provide securities advice in 52 states and the District of Columbia.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
12/27/2018 - Present
Transamerica Retirement Advisors, LLC (Lutz FL)
FL
07/22/2011 - 03/19/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
WI
07/22/2011 - 05/03/2013
SII INVESTMENTS, INC. (APPLETON WI)
FL
04/05/2011 - 05/31/2011
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
10/23/2009 - 12/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEEKI WACHEE FL)
FL
03/14/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
FL
02/22/2000 - 03/10/2006
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
10/27/1998 - 02/07/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2008
Series 4 - Registered Options Principal Examination
BC
Issued 12/20/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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