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Ronnie Lee Holmes

Osaic FS, Inc.

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About Ronnie Lee Holmes

Ronnie Lee Holmes is a financial professional with over 18 years of experience in the industry. Ronnie is currently registered as an Investment Advisor Representative with Osaic FS, Inc. Ronnie has held previous positions with firms such as Signator Investors, Inc., MML Investors Services, LLC, Lincoln Financial Securities Corporation, Pacific Select Distributors, Inc. and Mutual Service Corporation. Ronnie holds Series 6, 26, 63 and 65 licenses. Ronnie is also a licensed insurance professional and manages the insurance division at Osaic FS, Inc.

Firm Information

Ronnie Holmes is currently registered with Osaic FS, Inc.. Osaic FS, Inc. is a Corporation that was formed on January 21, 1969. The firm is headquartered in FORT WAYNE, IN, United States. Osaic FS, Inc. is a registered investment advisor with the SEC and in 53 states. The firm has approximately 655 registered representatives and 371 investment advisor representatives. The firm manages approximately $4,483,164,358 in assets, including $1,240,351,270 in discretionary assets. The firm offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm's client base includes individuals, corporations, and retirement plans.
Osaic FS, Inc.

1301 SOUTH HARRISON STREET

FORT WAYNE, IN 46802

$4.48B

Assets Under Management

300

Total Clients

311

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting services provided on limited basis.

Retirement plan consulting services provided on limited basis.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronnie Holmes’s Registration & Firm History

KY

06/08/2022 - Present

Osaic FS, Inc. (FORT MITCHELL KY)

KY

04/05/2012 - 06/23/2014

SIGNATOR INVESTORS, INC. (FLORENCE KY)

KY

07/14/2011 - 05/04/2012

MML INVESTORS SERVICES, LLC (FLORENCE KY)

KY

10/27/2006 - 06/24/2011

LINCOLN FINANCIAL SECURITIES CORPORATION (FLORENCE KY)

CA

01/07/2005 - 06/16/2006

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

MA

05/12/2004 - 12/31/2004

MUTUAL SERVICE CORPORATION (BOSTON MA)

CA

03/19/2004 - 05/14/2004

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 06/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronnie Lee Holmes.
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