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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 Howard Meckler is a financial advisor with LPL Financial LLC based in Houston, Texas. Ronald has over 20 years of experience in the financial services industry, working with a range of clients including individuals, families, corporations, and charitable organizations. Ronald holds Series 7, Series 31, and Series 63 licenses as well as the SIE exam. Ronald was previously affiliated with Stifel, Nicolaus & Company, Incorporated and Southwest Securities, Inc., providing financial advice in Houston, Texas.
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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2
TX
05/21/2018 - Present
LPL Financial LLC (HOUSTON TX)
TX
05/29/2015 - 05/31/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (HOUSTON TX)
TX
10/12/2007 - 06/26/2015
SOUTHWEST SECURITIES, INC. (HOUSTON TX)
TX
07/17/2001 - 10/22/2007
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
NJ
04/22/1999 - 01/11/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/03/1999 - 04/23/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 03/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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