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Ronald A. Massari

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CRD#: 1000467
RM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Alexander Massari, who also goes by Ronald A Massari, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1981. Ronald had worked at 10 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ronald A Massari

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 11, 2008 - October 10, 2014

HAZARD & SIEGEL, INC.

BD
CRD#: 2048
DEWITT, NY
Past

February 15, 2002 - December 9, 2008

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
MCMURRAY, PA
Past

November 4, 1999 - March 30, 2001

OGILVIE SECURITY ADVISORS CORPORATION

BD
CRD#: 10105
CHICAGO, IL
Past

December 12, 1995 - November 23, 1999

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

September 18, 1995 - December 20, 1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

September 18, 1995 - December 20, 1995

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

July 26, 1995 - September 14, 1995

ALLEGHENY INVESTMENTS, LTD.

BD
CRD#: 7597
PITTSBURGH, PA
Past

July 26, 1994 - June 20, 1995

LINCOLN INVESTMENT

BD
CRD#: 519
FORT WASHINGTON, PA
Past

January 7, 1993 - August 24, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

October 31, 1981 - May 5, 1988

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/12/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


H&
HAZARD & SIEGEL, INC.
HAZARD & SIEGEL, INC.

CRD#: 2048 / SEC#: , 8-13942

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
5793 Widewaters Parkway, Dewitt, NY 13214
Mailing Address
Po Box 157, Syracuse, NY 13214
Phone number
(315) 414-0722
Established
New York since 06/15/1971
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (43 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JOSEPH, ALEXANDER SOTIR JRCHIEF EXECUTIVE OFFICER1092307
MULLEN, DAVID MARKPRESIDENT/CHIEF COMPLIANCE OFFICER1327419

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HAZARD & SIEGEL, INC.

CRD#: 2048

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