Unclaimed
Ron Bensadon is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ron has over 8 years of experience in the securities industry. Ron has passed the Series 66, SIE and Series 7 exams. Ron has been registered with the state of Texas and Florida and is also registered with the state of Texas as an investment advisor. Ron's specializations include securities, commodities, investment advisory and financial planning. Ron specializes in providing investment advisory services to individuals, corporations, pension plans, insurance companies, and charitable organizations. Ron also offers portfolio management services. Ron is a valuable resource for individuals and businesses looking for investment guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/03/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
08/11/2014 - 11/28/2016
MORGAN STANLEY (MIAMI FL)
BOTH
Issued 10/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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