Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald J Pratt is a financial advisor with LPL Financial LLC in Liverpool, NY. Ronald J Pratt has been in the financial industry since January 2018. Ronald J Pratt has passed the Series 63, SIE, and Series 7 exams. Ronald J Pratt has been registered with the state of New York since July 2018. Ronald J Pratt is also registered with the states of California, Florida, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Ronald J Pratt has worked for Cadaret, Grant & Co., Inc. and United Financial Services. Ronald J Pratt is active in the community, as shown by his involvement with Syracuse Wealth Management and Upstate Business Consultants.
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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NY
07/12/2023 - Present
LPL Financial LLC (LIVERPOOL NY)
NY
01/29/2018 - 07/11/2023
CADARET, GRANT & CO., INC. (LIVERPOOL NY)
BC
Issued 11/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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