Ronaldo Shirey (CRD# 6072219) is an Investment Advisor Representative working at Eagle Strategies LLC in Fort Gibson, OK and has over 10 years of experience in the finance industry.
CRD# 1857299
Lpl Financial LLC
CRD# 3174550
Edward Jones
CRD# 4181847
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Ft Gibson, OK | Apr 2020 - Current | 4 |
| Nylife Securities LLC | Tulsa, OK | May 2013 - Current | 10 |
| New York Life Insurance Company | Tulsa, OK | May 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2013 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- OK
- TX
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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