Unclaimed
Ron Palmer is a registered representative with J.p. Morgan Securities LLC, specializing in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Ron has been in the financial services industry since 1994 and holds a variety of licenses and registrations, including Series 7, 63, 65, 24, and 4. Ron has experience working with various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, HSBC Securities (USA) Inc., and CITIGROUP GLOBAL MARKETS INC. Ron is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/27/2022 - Present
J.p. Morgan Securities LLC (New York NY)
NY
05/16/2019 - 07/14/2022
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
09/11/2018 - 05/09/2019
HOLD BROTHERS CAPITAL LLC (New York NY)
MA
03/09/2017 - 09/04/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
NY
07/15/2010 - 05/18/2015
LAVAFLOW, INC. (NEW YORK NY)
NY
07/15/2010 - 02/19/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/19/2006 - 07/27/2010
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (ELMSFORD NY)
NY
04/07/1998 - 02/24/2006
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (GREAT NECK NY)
NY
01/13/1997 - 08/20/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
12/22/1992 - 01/21/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
CO
06/24/1992 - 12/12/1992
TAMARON INVESTMENTS, INC. (ENGLEWOOD CO)
NA
10/16/1991 - 06/27/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 03/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2000
Series 4 - Registered Options Principal Examination
BC
Issued 04/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/20/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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