RF
Ronald M. Finer
FINER & FINER, CPA'S
RANDOLPH, MA 02368
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CRD#: 5594195
RF
Professional summary
Ronald M Finer is a registered financial advisor currently at FINER & FINER, CPA'S located in Randolph, Massachusetts.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ronald has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald M Finer's 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®
NoneExperience
Current
November 17, 2008 - Present
FINER & FINER, CPA'S
Office #1: 12 Lori Lane, Randolph, MA 02368RIA
CRD#: 147747
RANDOLPH, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(11/17/2008)
Exams
Current Firm
F&
FINER & FINER, CPA'S
FINER & FINER, CPA'S
CRD#: 147747 / SEC#:
Massachusetts
Registered Investment Advisory firm - (11/17/2008 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12 Lori Lane, Randolph, MA 02368-5241
Mailing Address
Phone number
(781) 961-6884
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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Company Information
FINER & FINER, CPA'S
CRD#: 147747Randolph, MA 02368TRUST BUT VERIFY
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