Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Howard Carr is a financial advisor with over 40 years of experience in the industry. Ronald is currently registered with MML Investors Services, LLC in New Jersey and Texas. Previously, Ronald worked with MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES in New Jersey. Ronald is a Certified Financial Planner and a Chartered Financial Consultant, and he holds Series 6, 7, and 63 licenses. Ronald has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Ronald is also a trustee for several trusts, including the James J. Figurelli Irrevocable Family Trust, the Medallion Irrevocable Business Trust, and the James J. Figurelli & Manuella Figurelli Grandchildren Irrevocable Trust.
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
NJ
05/04/2017 - Present
MML Investors Services, LLC (Fairfield NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Fairfield NJ)
NJ
01/31/1996 - 01/02/2015
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
NA
01/04/1996 - 01/26/1996
NEW ENGLAND SECURITIES
NY
06/23/1983 - 12/31/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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