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RF

Ronald J. Farrise

HENNION & WALSH
Parsippany, NJ 07054-1018
Some features on this profile are disabled
CRD#: 1040453
RF

Professional summary


Ronald James Farrise is a registered financial professional currently at HENNION & WALSH, INC. located in Parsippany, New Jersey.

Ronald is registered as a RR (Registered Representative) and started their career in finance in 1984. Ronald has worked at 12 firms and has passed the Series 63, SIE, Series 7, Series 9, Series 10 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Ronald James Farrise's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

January 6, 2009 - Present

HENNION & WALSH, INC.

Office #1: 2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018
BD
CRD#: 25766
Parsippany, NJ
Past

August 27, 2007 - November 4, 2008

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
CHICAGO, IL
Past

June 23, 2003 - July 31, 2007

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
MONUMENT, CO
Past

April 22, 1999 - May 21, 2003

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

July 9, 1996 - May 21, 2003

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

February 24, 1995 - May 14, 1996

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

February 24, 1995 - May 22, 1996

EAGLE STRATEGIES CORP

BD
CRD#: 36707
Past

January 24, 1994 - November 11, 1994

VAN ECK SECURITIES CORPORATION

BD
CRD#: 2269
NEW YORK, NY
Past

June 20, 1991 - November 5, 1993

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

September 30, 1987 - June 20, 1991

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

June 24, 1985 - August 11, 1987

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

February 23, 1984 - July 11, 1985

ADVEST, INC.

BD
CRD#: 10

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(1/6/2009)
RR
Pennsylvania
(1/4/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 6/21/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/29/1993
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


H&
HENNION & WALSH, INC.
HENNION & WALSH, INC. | NORI, HENNION, WALSH, INC.

CRD#: 25766 / SEC#: , 8-41988

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


Main Address
2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018
Mailing Address
2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018
Phone number
(973) 299-8989
Established
New Jersey since 10/24/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HENNION, RICHARDEXECUTIVE VICE PRESIDENT1315386
WALSH, WILLIAM WALTERPRESIDENT1174993
FITZSIMMONS, PHILLIPCHIEF COMPLIANCE OFFICER1625889
HENNION, WILLIAMVICE PRESIDENT2048378
KOWALSKI, STEPHEN GEORGEVICE PRESIDENT1919574
MAHN, KEVIN DOUGLASMANAGING DIRECTOR2519398
WURST, WENDY ANNFINOP, TREASURER1902879

Disclosures


Regulatory Event12
Arbitration6

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


HENNION & WALSH, INC.

CRD#: 25766Parsippany, NJ 07054-1018

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