Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronda? Claim Your ProfileRonda McCollum is a financial advisor with Raymond James Financial Services Advisors, Inc. Ronda has been in the financial services industry since 2008. She is registered with the state of Missouri and holds the Series 7 and Series 66 licenses, and the SIE exam. Ronda has previously worked with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Ronda is a financial advisor who provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and retirement plans. Ronda is committed to helping her clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MO
02/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (Washington MO)
MO
09/08/2022 - 01/09/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WASHINGTON MO)
MO
10/22/2008 - 09/08/2022
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON MO)
BOTH
Issued 01/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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