Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Nagy is a financial advisor who has been in the industry since 2005. Ronald is currently registered with LPL Financial LLC and is licensed in California, Delaware, Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and has a series 7, Series 66, and SIE license. Ronald has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC of America Investment Services, INC.
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.
Consulting and other non-discretionary advisory services
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.
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NJ
10/17/2024 - Present
LPL Financial LLC (SOMERSET NJ)
NJ
10/23/2009 - 09/09/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLEMINGTON NJ)
NJ
10/02/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PISCATAWAY NJ)
NJ
09/16/2005 - 10/05/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 10/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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