Unclaimed
Jennifer Ronan has been working in the financial services industry since 2006. Jennifer currently works at iCapital Markets LLC as a registered representative. Jennifer has held previous roles at ICapital Securities, LLC, Advisory Group Equity Services Ltd., Harvest Capital LLC, Paladin Realty Securities, LLC, Boston Capital Securities, Inc. and Eaton Vance Distributors, Inc. Jennifer is licensed to sell securities in Massachusetts. Jennifer has passed the following FINRA exams: Series 6, Series 7, Series 63 and SIE.
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.
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.
1
2
NY
11/30/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
10/28/2021 - 11/30/2023
ICAPITAL SECURITIES, LLC (NEW YORK NY)
MA
10/15/2014 - 05/03/2021
ADVISORY GROUP EQUITY SERVICES LTD. (READING MA)
CT
02/23/2012 - 11/20/2013
HARVEST CAPITAL LLC (WETHERSFIELD CT)
CA
07/02/2007 - 02/18/2010
PALADIN REALTY SECURITIES, LLC (PALO ALTO CA)
MA
03/22/2005 - 05/15/2007
BOSTON CAPITAL SECURITIES, INC. (BOSTON MA)
MA
03/03/1999 - 03/23/2001
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 04/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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