AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RR

Ronald J. Ragan

Some features on this profile are disabled
CRD#: 1250492
RR

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 James Ragan, who also goes by Ron Ragan, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1988. Ronald had worked at 8 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Ragan

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

March 6, 2008 - May 12, 2014

MERRIMAC CORPORATE SECURITIES, INC.

BD
CRD#: 35463
ALTAMONTE SPRINGS, FL
Past

January 13, 2005 - September 17, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
GAINESVILLE, FL
Past

November 9, 2004 - December 15, 2004

SIGNATURE ESTATE SECURITIES, LLC

BD
CRD#: 18923
LOS ANGELES, CA
Past

July 3, 2002 - October 25, 2004

HIGH MARK SECURITIES, INC.

BD
CRD#: 42467
LAKELAND, FL
Past

February 12, 1998 - August 1, 2002

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
GAINESVILLE, FL
Past

February 6, 1998 - August 1, 2002

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

April 22, 1997 - October 24, 1997

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH
Past

October 11, 1988 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

October 11, 1988 - July 25, 1996

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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: 6/2/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MC
MERRIMAC CORPORATE SECURITIES, INC.
MERRIMAC ASSET MANAGEMENT | MERRIMAC CORPORATE SECURITIES, INC.

CRD#: 35463 / SEC#: , 8-46721

BD
Cancelled by SEC on 10/26/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1150 Douglas Ave Ste 1080, Altamonte Springs, FL 32714
Mailing Address
Phone number
Established
New Hampshire since 10/20/1993
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TEAM ADVISORY CORPORATE, INC.SHAREHOLDER

Disclosures


Regulatory Event7
Arbitration2

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


MERRIMAC CORPORATE SECURITIES, INC.

CRD#: 35463

TRUST BUT VERIFY

Monitor Ronald Ragan

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics