Unclaimed
Michael Patrick Ronan is a financial professional with experience in the industry since 2020. Michael is currently registered with RBC Capital Markets, LLC in New York and is licensed as a Registered Representative with the Series 79TO, SIE, and Series 63 licenses. Prior to joining RBC Capital Markets, LLC, Michael worked with Piper Sandler & Co. in New York. Michael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2021 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
09/19/2020 - 06/08/2021
PIPER SANDLER & CO. (NEW YORK NY)
BC
Issued 11/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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