Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Defeo is an Investment Advisor Representative associated with Santander Securities LLC. Ronald has been in the securities industry since June 14, 1989. He has worked at multiple firms throughout his career including LPL Financial LLC, IFMG Securities, Inc., and Infinex Investments, Inc. Ronald has a wide range of experience and is registered in a variety of states to provide investment advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
09/26/2012 - Present
Santander Securities LLC (Abington MA)
MA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (ABINGTON MA)
MA
07/27/2004 - 05/27/2008
IFMG SECURITIES, INC. (ABINGTON MA)
CT
06/08/1999 - 07/23/2004
INFINEX INVESTMENTS, INC. (MERIDEN CT)
TX
01/29/1997 - 06/09/1999
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IN
10/10/1994 - 01/27/1997
MDS SECURITIES INCORPORATED (CARMEL IN)
NY
08/24/1993 - 10/04/1994
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
05/18/1992 - 07/21/1993
DIME SECURITIES OF NY, INC. (BROOKLYN NY)
WI
04/20/1991 - 05/27/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
RI
09/28/1989 - 01/04/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
04/28/1989 - 02/28/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
04/29/1987 - 08/05/1987
MAYNARD MEREL & CO., INC.
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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