Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roney? Claim Your ProfileRoney Dos santos ramos is a financial advisor registered with Thrivent Investment Management Inc. Roney has been in the industry since 2021 and holds the Series 66, Series 7TO, and SIE licenses. Roney is also registered with the state of Florida as an Investment Advisor. Roney specializes in financial planning, portfolio management, and insurance products. Roney is committed to providing clients with personalized financial advice and helping them 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.
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.
1
2
FL
04/28/2021 - Present
Thrivent Investment Management Inc. (Gainesville FL)
BOTH
Issued 03/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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