Ramona Henderson Pearson

Current Employers

Employment History

• 04/1999 → 09/2018
  H.D. Vest Investment Services
  Detroit, MI
• 06/1999 → Present
  The Pearson Group, Llc
  Detroit, MI
• 12/2010 → 09/2018
  H.D. Vest Advisory Services
  Detroit, MI
• 03/2013 → 09/2018
  Hd Vest Insurance Agency
  Irving, TX
• 03/1988 → Present
  Ramona H Pearson Cpa P.C
  Huntington Woods, MI
• 10/2018 → 09/2020
  Planners Alliance Llc
  Holland, MI
• 11/2014 → Present
  Business Office Consultants, Llc
  Southfield, MI
• 10/2015 → Present
  Healthy Wealthy Wise, Llc
  Southfield, MI
• 09/2019 → Present
  Advisory Alpha, Llc
  Holland, MI

Previous Registrations

• 2018-10-05 → 2020-09-15
  Planners Alliance
  Southfield, MI
  Holland, MI
• 2010-12-03 → 2018-09-19
  Avantax Advisory Services
  Southfield, MI

Other Businesses

(1) Business Office Consultants, LLC; Not investment-related; 28074 Hickory Drive, Farmington Hills, MI 48331; Out-sources CFO services; Principal; 11/2014; Approx. 40 hours/month; Approx. 40 hours/month during trading hours; Engage clients, create proposal, assign consultants, etc. (2) The Pearson Group, LLC - DBA Healthy Wealthy Wise, LLC; Investment-related; 28074 Hickory Drive, Farmington Hills, MI 48331; Insurance products; Insurance agent; 10/1999; Approx. 40 hours/month; Approx. 40 hours/month during trading hours; Offer fixed annuities and insurance products, book writing, lectures, etc. (3) Ramona Pearson; Investment-related; 28074 Hickory Drive, Farmington Hills, MI 48331; Insurance sales; Licensed insurance agent; 10/1999; Approx. 40 hours/month as Insurance agent with Healthy Wealthy Wise, LLC; Approx. 40 hours/month during trading hours as Insurance agent with Healthy Wealthy Wise, LLC; Sales of insurance products. (4) Ramona H. Pearson, CPA, P.C.; Not investment-related; 28074 Hickory Drive, Farmington Hills, MI 48331; CPA firm; President; 03/1985; Approx. 40 hours/month; Approx. 40 hours/month during trading hours; Tax compliance services for individuals and corporations. (5) Wedgewood Homeowners Association; Not investment-related; 28074 Hickory Drive, Farmington Hills, MI 48331; Homeowners Association; Board Member; Board Member; 05/2021; Approx. 2 hours/month; Approx. 0 hours/month during trading hours; Responsible for attending regular meetings and participating in association activities.

Exams

• S66 Uniform Combined State Law Examination
  2010-11-23
• S63 Uniform Securities Agent State Law Examination
  1999-07-29

Other Names

• Ramona Pearson