Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Morse is an investment advisor representative with Spirit Of America Management Corp., a firm he joined on May 11, 2018. Ronald has been active in the industry since September 5, 1979. Ronald has a wide range of experience, having worked with several firms throughout his career. Ronald is licensed to conduct business in Connecticut, California, Florida, Illinois, Maine, New Hampshire, New York, Pennsylvania and Rhode Island. Ronald holds a Series 63, Series 65, Series 7, Series 24, Series 40, Series 5, Series 1 and Series SIE licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
NY
05/11/2018 - Present
Spirit OF America Management Corp. (White Plains NY)
CA
04/25/1997 - 02/02/2000
BARRA ANALYTICS SECURITIES, INC. (BERKELEY CA)
NY
02/15/1996 - 09/21/1998
LIBERTY PATRIOT SECURITIES INC. (NEW YORK NY)
NA
02/15/1996 - 04/25/1997
BARRA ANALYTICS SECURITIES
NY
05/25/1993 - 03/17/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
06/06/1991 - 07/16/1991
WHITEHILL CAPITAL, INC.
NA
03/17/1988 - 01/17/1989
DEAN WITTER REYNOLDS INC.
NA
07/08/1981 - 10/12/1988
CS FIRST BOSTON CORPORATION
NA
09/26/1978 - 07/17/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
11/03/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
05/07/1976 - 09/26/1976
BURNS FRY & TIMMINS INC.
NA
03/25/1975 - 05/07/1976
BURNS BROS. AND TIMMINS INC.
NA
04/03/1974 - 10/07/1974
CANTOR, FITZGERALD & CO., INC.
NA
06/01/1972 - 04/25/1974
SALOMON BROTHERS
NA
08/13/1971 - 07/02/1972
KUHN LOEB & CO. INCORPORATED
NA
08/13/1971 - 07/02/1972
KUHN, LOEB & CO. INTERNATIONAL
IA
Issued 06/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/03/1977
Series 40 - Registered Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1982
Series 5 - Interest Rate Options Examination
BC
Issued 11/17/1981
PC - AMEX Put and Call Exam
BC
Issued 06/15/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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