Unclaimed
Ronald Joseph Sarra is a financial professional with over 30 years of experience in the securities industry. He is currently registered with Symetra Securities, Inc. and holds Series 6, 63 and SIE licenses. Ronald has a history of working with various firms, including AXA Distributors, LLC, MONY Securities Corporation, MML Distributors, LLC, and Phoenix Equity Planning Corporation. Ronald has expertise in investment company products and variable contracts. He is also licensed as an Investment Advisor Representative. Ronald is dedicated to helping clients achieve their financial goals.
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.
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.
1
2
WA
07/18/2014 - Present
Symetra Securities, Inc. (BELLEVUE WA)
NC
03/30/2005 - 07/24/2014
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
10/16/2002 - 04/08/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
06/18/1999 - 04/29/2002
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
12/14/1987 - 04/05/1999
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 01/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Sarra is the right advisor for you? Invested Better is here to help.