Unclaimed
Ronnie Moody is a financial advisor with over 40 years of experience in the financial services industry. He currently works as a registered representative with IFG Advisory, LLC in Atlanta, GA. Previously, Ronnie was a registered representative with LPL Financial LLC and Oak Tree Financial Services, LLC in Huntsville, AL. Ronnie holds a Series 7, Series 3, Series 10, and Series 9 licenses and has passed the SIE, Series 63, and Series 65 exams. He is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and non-profit organizations.
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.
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
AL
12/11/2023 - Present
IFG Advisory, LLC (Huntsville AL)
AL
05/21/2009 - 07/15/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HUNTSVILLE AL)
AL
02/21/2006 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTSVILLE AL)
AL
05/13/1994 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (HUNTSVILLE AL)
NY
07/31/1989 - 05/19/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/29/1981 - 08/08/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1990
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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