Ronald Wilson (CRD# 1449510) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Tucson, AZ and has over 38 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ams/symetra Life Insurance Co | Bellevue, WA | Jul 2022 - Current | 1 |
| Transamerica Financial Advisor | Tucson, AZ | Sep 2020 - Current | 3 |
| Transamerica Insurance Company ??" Employee Benefits | Denver, CO | Sep 2020 - Current | 3 |
| World Financial Group, Inc. | Tucson, AZ | May 2020 - Current | 3 |
| Allstate Insurance Company | Tucson, AZ | Apr 2019 - Sep 2020 | 1 |
| Mml Investors Services | Scottsdale, AZ | Apr 2017 - Apr 2019 | 2 |
| Mass Mutual Life Insurance | Springfield, MA | Mar 2017 - Apr 2019 | 2 |
| Nova Financial & Insurance Services | Tucson, AZ | Dec 2011 - Mar 2017 | 5 |
| Mutual Securities, Inc. | Camarillo, CA | Dec 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1986 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
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