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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronda? Claim Your ProfileRonda Wilson is a financial advisor with Concourse Financial Group Securities, Inc., based in Ocala, FL. Ronda has been in the financial services industry since 2004, and holds licenses for securities and investment advising. She is also a Certified Financial Planner. Ronda has experience working with a variety of clients, including individuals, businesses, and institutions. She is committed to providing personalized financial advice to help her clients achieve their financial goals. Ronda's past affiliations include Waddell & Reed and Edward Jones.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/12/2017 - Present
Concourse Financial Group Securities, Inc. (Ocala FL)
FL
09/28/2011 - 12/19/2017
WADDELL & REED (MAITLAND FL)
FL
11/10/2004 - 09/29/2011
EDWARD JONES (ORLANDO FL)
BOTH
Issued 08/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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