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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Senegal is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Ronald has over 35 years of experience in the industry and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Ronald holds several licenses and certifications, including the Series 7, Series 10, Series 24, and Series 63. He is also a registered Investment Advisor. Ronald specializes in providing investment advice to individuals, families, and businesses. He offers a wide range of services, including portfolio management, financial planning, and retirement planning. Ronald is committed to helping his clients reach 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.
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
DC
10/21/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
VA
06/01/2009 - 09/30/2016
MORGAN STANLEY (MCLEAN VA)
VA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
NY
02/07/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/04/1986 - 01/17/1989
BLINDER, ROBINSON & CO., INC.
IA
Issued 01/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
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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