Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Mercatante is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Boynton Beach, Florida. Ronald has been in the financial industry for over 20 years. Ronald has a Series 7, Series 24, Series 63 and Series 65. Ronald also holds registrations in Colorado, Florida, Georgia and Illinois. In addition to providing investment advice, Ronald also offers financial planning services. Ronald is committed 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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
03/11/2022 - Present
Cambridge Investment Research Advisors, Inc. (Boynton Beach, FL)
FL
12/18/2006 - 03/08/2022
KOVACK SECURITIES INC. (Boynton FL)
FL
11/02/2001 - 10/03/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOCA RATON FL)
NY
03/19/2001 - 11/09/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
SC
12/06/2000 - 04/03/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 11/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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