Ronald Sera
Ronald Sera is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald works as an insurance agent selling fixed insurance products, including annuities, with various companies since 2017. The time commitment varies.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
Raymond James Financial Services, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Financial West Group
Financial West GroupBroker
Aig Financial Advisors, INC.Broker
Independent Capital Management
Independent Capital Management
Sunamerica Securities, INC.Broker
State Registrations1 state
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