Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Joseph Carazo is a financial advisor with over 30 years of experience in the industry. Ronald Carazo has a Series 6, 7, 22, 26, 62, 63, and 65 license, as well as a SIE certification. Ronald Carazo currently works at Spire Wealth Management, LLC, where he specializes in providing investment advice to individuals and families. Ronald Carazo has a long history of working in the financial services industry, having previously worked at Securities America, Inc. and Intersecurities, Inc. Ronald Carazo has also been involved in other business ventures outside of the financial services industry, including vacation home rentals and insurance sales. Ronald Carazo is committed to providing his clients with the highest level of service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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.
1
2
LA
11/30/2017 - Present
Spire Wealth Management, LLC (Metairie LA)
LA
08/06/1992 - 11/03/2017
SECURITIES AMERICA, INC. (METAIRIE LA)
FL
10/07/1991 - 08/05/1992
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 01/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/28/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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