Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Kelly is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, with over 29 years of experience in the industry. Ronald has a wide range of experience in the financial services industry, including positions with LPL Financial LLC, HSBC Securities (USA) Inc., Chase Investment Services Corp. and M&T Securities, Inc. Ronald is licensed to provide financial services in Arizona, California, Connecticut, Florida, Georgia, Hawaii, Illinois, Maryland, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia and Washington. Ronald is also registered as an Investment Advisor Representative (IAR) in New York. Ronald's primary focus is on providing financial planning and portfolio management for individuals and corporations. He has experience working with high-net-worth individuals, charitable organizations and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SYRACUSE NY)
NY
05/15/2012 - 11/05/2012
LPL FINANCIAL LLC (LIVERPOOL NY)
NY
01/22/2009 - 05/15/2012
HSBC SECURITIES (USA) INC. (CICERO NY)
NY
01/24/2008 - 01/12/2009
CHASE INVESTMENT SERVICES CORP. (SYRACUSE NY)
NY
09/27/2005 - 01/14/2008
HSBC SECURITIES (USA) INC. (SYRACUSE NY)
MD
05/09/1996 - 09/01/2005
M&T SECURITIES, INC. (BALTIMORE MD)
NY
03/14/1994 - 10/26/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/14/1994 - 10/26/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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