Unclaimed
Ronnie Kirby is a financial advisor with Equitable Advisors, LLC. Ronnie is based in San Antonio, TX and has been in the financial services industry for over a year. Ronnie holds the Series 7TO and the SIE licenses, which are necessary to sell securities to investors. Ronnie can provide financial advice on areas such as portfolio management for individuals and businesses, retirement planning, college savings, and insurance. Ronnie is committed to helping 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.
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.
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2
TX
09/24/2024 - Present
Equitable Advisors, LLC (SAN ANTONIO TX)
BC
Issued 07/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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