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RG

Ronald J. Geraci

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CRD#: 1754075
RG

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 Joseph Geraci SR, who also goes by Ronald Joseph Geraci, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1987. Ronald had worked at 10 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ronald Joseph Geraci

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

July 6, 1993 - September 19, 1995

ROYAL PALM INVESTMENTS, LTD.

BD
CRD#: 28761
GREEN ACRES, FL
Past

January 25, 1993 - June 25, 1993

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

May 4, 1992 - January 25, 1993

KOBER FINANCIAL CORP.

BD
CRD#: 17551
ENGLEWOOD, CO
Past

August 7, 1991 - April 27, 1992

JW GENESIS CLEARING CORP.

BD
CRD#: 6631
BOCA RATON, FL
Past

February 12, 1991 - August 6, 1991

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
FT. LAUDERDALE, FL
Past

July 10, 1990 - February 25, 1991

MALONE & ASSOCIATES, INC.

BD
CRD#: 10412
DENVER, CO
Past

March 5, 1990 - June 20, 1990

FINANCIAL EQUITIES RESOURCES, INC.

BD
CRD#: 13810
Past

January 9, 1990 - March 5, 1990

BAILEY, MARTIN & APPEL, INC.

BD
CRD#: 15833
Past

July 21, 1989 - December 21, 1989

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

November 25, 1987 - July 27, 1989

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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: 12/4/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


RP
ROYAL PALM INVESTMENTS, LTD.
PCM SECURITIES LIMITED, L.P. | ROYAL PALM INVESTMENTS, LTD. | PCM SECURITIES, LTD.

CRD#: 28761 / SEC#: , 8-43951

BD
Cancelled by SEC on 06/13/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/01/1991
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


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


ROYAL PALM INVESTMENTS, LTD.

CRD#: 28761

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