Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald B. Lee is an active investment advisor representative with MML Investors Services, LLC. Ronald has been in the industry since September 24, 1973, and holds licenses in Connecticut, Florida, and New York. Ronald has a variety of experience, with previous employment at MUTUAL BENEFIT FINANCIAL SERVICE COMPANY and MAYER AND MEYER RESOURCES, INC.. In addition to his work as an investment advisor, Ronald is also licensed as a life and health insurance agent.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (GARDEN CITY NY)
NA
08/21/1985 - 08/26/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
09/25/1973 - 08/26/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
12/13/1983 - 08/27/1985
MAYER AND MEYER RESOURCES, INC.
BC
Issued 05/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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