Unclaimed
Ronell Shron Stokes is a financial advisor registered with Calton & Associates, Inc. Ronell has been in the financial services industry since August 21, 2013. Ronell is licensed to offer financial advice in Michigan and Ohio. Ronell holds the Series 6 and SIE licenses. Ronell's previous employers include ELE WEALTH ADVISORS, INC., MML INVESTORS SERVICES, LLC, and PRUCO SECURITIES, LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MI
02/15/2019 - Present
Calton & Associates, Inc. (Highland MI)
MI
05/05/2017 - 02/13/2019
ELE WEALTH ADVISORS, INC. (Highland MI)
MI
04/22/2015 - 07/26/2016
MML INVESTORS SERVICES, LLC (HIGHLAND MI)
MI
08/23/2012 - 01/30/2015
PRUCO SECURITIES, LLC. (HIGHLAND MI)
BC
Issued 09/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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