Years of Experience
5-20+ Years
Wilmington, DE
1 Years Experience
0 Disclosures
ADVISOR BIO
Roger Jesus Caceres is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., having joined the firm in August 2021. Roger has been in the financial industry since June 2024 and has worked with clients in Delaware and Texas. In addition to his work with Merrill Lynch, Roger is also involved in other business ventures, including a sole proprietorship. Roger is committed to providing his clients with personalized financial advice and guidance.
SPECIALIZATIONS
Newark, DE
23 Years Experience
0 Disclosures
ADVISOR BIO
Roger Mason is a registered representative with J.P. Morgan Securities LLC. Roger has been in the securities industry since 2002 and has a Series 7, Series 63, and SIE licenses. Roger is registered in Delaware, Maryland, and New York. Roger specializes in a variety of investment areas, including securities, mutual funds, variable annuities, fixed annuities, and life insurance. Roger's firm has a strong focus on client service and has a large number of clients across a variety of industries.
SPECIALIZATIONS
DELMAR, DE
13 Years Experience
1 Disclosures
ADVISOR BIO
Roger Duke Martinson is a financial advisor registered with Edward Jones in Delaware. Roger has been in the industry since 2011 and is licensed to provide investment advice in several states, including Delaware, Texas, Virginia, and Maryland. Roger's primary areas of expertise include financial planning, investment management, and retirement planning.
SPECIALIZATIONS
Newark, DE
13 Years Experience
0 Disclosures
ADVISOR BIO
Roger Dutton is a financial professional with over 11 years of experience in the industry. Roger is currently registered with J.P. Morgan Securities LLC and is licensed to offer a wide range of investment products and services to clients. Roger’s dedication to providing exceptional client service is evident in their long tenure at J.P. Morgan Securities LLC.
SPECIALIZATIONS
Newark, DE
3 Years Experience
0 Disclosures
ADVISOR BIO
Rohan Upanshu Parikh is a financial advisor with J.p. Morgan Securities LLC. Rohan is a licensed investment advisor representative, having passed the Securities Industry Essentials Examination and the Operations Professional Examination. Rohan has over two years of experience in the financial services industry.
SPECIALIZATIONS
MILFORD, DE
0 Disclosures
ADVISOR BIO
Ronald Dana Anthony is an Investment Advisor Representative with Atlantic Advisors, Inc. Ronald is a Registered Investment Advisor with the state of Delaware and is pending registration with the state of Maryland. Ronald has been in the industry since 1980. Ronald has a background in securities, investment company products, and variable contracts. Ronald's prior experience includes working for Securities America, Inc., Investment Management & Research, Inc, Lincoln Investment Planning, Inc., and Copeland Equities, Inc. Ronald's current firm, Atlantic Advisors, Inc., manages over $6 million in assets for 35 clients.
SPECIALIZATIONS
Dover, DE
0 Disclosures
ADVISOR BIO
Ronald Vascik is an investment advisor representative at Savant Wealth Management. Ronald is a registered Investment Advisor in the state of Delaware. Ronald has been in the industry since 1989. Ronald is also a member of RF BOOK REALTY, LLC. Ronald's firm, Savant Wealth Management, manages more than $50 Billion in assets for clients. The firm provides investment advice to corporations, individuals, charitable organizations, and pension plans.
SPECIALIZATIONS
Lewes, DE
18 Years Experience
0 Disclosures
ADVISOR BIO
Ronald S. Miller is an investment advisor representative with Janney Montgomery Scott LLC, where has been employed since June 2019. Ronald has been in the financial services industry since October 2006 and has an active FINRA registration. Ronald also has state registrations as an investment advisor representative in multiple states. Ronald is a licensed securities professional and has earned his Series 7 and Series 66 licenses. In addition, has earned the Securities Industry Essentials Examination (SIE). The firm also has a strong history in the financial services industry.
SPECIALIZATIONS
Newark, DE
1 Years Experience
0 Disclosures
ADVISOR BIO
Ronald Venson is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Ronald is licensed in Delaware and New York. Ronald has been in the industry for 11 days. Ronald holds the Series 7TO, SIE, and Series 63 licenses. Ronald is also a specialist in the following: [Use the specializations in the JSON to write the descriptions here].
SPECIALIZATIONS
Wilmington, DE
0 Disclosures
ADVISOR BIO
Ronald Samuels is an investment advisor representative at Keystate Advisory, LLC, licensed in Delaware. Ronald has been working in the financial services industry since April 2003. Ronald Samuels's current registration status is "Approved" in Delaware and is associated with Keystate Advisory, LLC. Ronald passed the Uniform Investment Adviser Law Examination on May 11, 2022. The firm Keystate Advisory, LLC has 8 investment advisor representatives. The firm manages assets for insurance companies, banking or thrift institutions, and other clients. The firm's regulatory assets under management are $17,032,495,600, of which $9,721,938,364 are discretionary. The firm's advisory services include portfolio management for businesses.
SPECIALIZATIONS
