Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Marciano is a financial advisor with over 30 years of experience in the industry. Ronald is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in New York and Texas. Previously, Ronald worked for Morgan Stanley, Citigroup Global Markets Inc., Paine Webber Incorporated, Prudential Securities Incorporated, Lehman Brothers Inc. and Gruntal & Co. Incorporated.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
03/01/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GARDEN CITY NY)
NY
06/01/2009 - 02/08/2013
MORGAN STANLEY (JERICHO NY)
NY
08/07/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
NJ
07/21/1994 - 09/08/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/13/1992 - 07/12/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/04/1991 - 06/01/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/24/1991 - 10/22/1991
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
09/26/1989 - 10/16/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/26/1989 - 09/19/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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