Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronda? Claim Your ProfileRonda Smith is a financial advisor with Concourse Financial Group Securities, Inc. based in Billings, Montana. Ronda has been in the financial services industry since 1999. Ronda has been registered with Concourse Financial Group Securities, Inc. since 2010. Ronda holds Series 7, Series 63 and Series 65 licenses. Ronda provides financial planning, pension consulting and portfolio management for individuals and businesses.
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
MT
06/07/2010 - Present
Concourse Financial Group Securities, Inc. (Billings MT)
MT
05/24/2012 - 06/06/2012
CENTER STREET SECURITIES, INC. (BILLINGS MT)
MT
08/20/2008 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (BILLINGS MT)
MT
11/16/2007 - 08/21/2008
FIRST WALL STREET CORP. (BILLINGS MT)
MT
12/06/2005 - 11/28/2007
METLIFE SECURITIES INC. (BILLINGS MT)
MT
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BILLINGS MT)
NJ
03/08/2002 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
09/01/1999 - 03/13/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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