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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronnyjane? Claim Your ProfileRonnyjane Goldsmith is a financial advisor at Steward Partners Investment Advisory, LLC, and has been in the industry since 1998. Ronnyjane has experience with a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals. Ronnyjane has held previous positions at Raymond James Financial Services, Inc., Morgan Stanley, and Citigroup Global Markets Inc. Ronnyjane holds Series 7, Series 63, and Series 65 licenses. Ronnyjane is registered to provide investment advisory services in California, District of Columbia, Florida, and Texas. Ronnyjane has also been registered to provide investment advisory services in Arizona, Connecticut, Idaho, Maryland, Montana, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas, and Washington.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
DC
05/28/2019 - Present
Steward Partners Investment Advisory, LLC (Washington DC)
DC
05/24/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
DC
06/01/2009 - 05/30/2019
MORGAN STANLEY (WASHINGTON DC)
CA
10/31/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
MD
09/23/1998 - 11/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOWSON MD)
IA
Issued 11/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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