Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronna? Claim Your ProfileRonna Lao is a financial advisor with over 20 years of experience in the industry. Ronna is currently registered with Raymond James Financial Services Advisors, Inc. in Plantation, Florida. Ronna has previously worked with Manning & Napier Investor Services, Inc., Sanford C. Bernstein & Co., LLC, and Credit Suisse Securities (USA) LLC. Ronna holds licenses in several states, including Florida, Michigan, North Carolina and Tennessee. Ronna is dedicated to providing personalized financial advice to help 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
FL
02/21/2023 - Present
Raymond James Financial Services Advisors, Inc. (Plantation FL)
NY
06/13/2011 - 05/02/2014
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
NY
08/01/2006 - 06/29/2009
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
11/28/2001 - 06/23/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 01/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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