OUR TEAM
Joseph Ronan
9 Years of Experience
Interests
I am a Monmouth county native and enjoy hiking and cooking. I have a purple belt in Brazilian Jiujitsu and am formerly a competitive weightlifter and powerlifter.
Education
- Bachelors of Science-Finance, Rutgers, NJ 2014
Qualifications
- Series 7 and Series 66 held through LPL Financial
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Life and Health Certification
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ETF Strategist, January 2023 – August 2024, New York Life
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Regional Advisor Consultant, August 2021- December 2022, New York Life
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Internal Advisor Consultant, January 2017 – August 2021, New York Life
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
CFA® Chartered Financial Analyst®
Holders of the Chartered Financial Analyst® designation are securities analysts, money managers and investment advisors who have completed the CFA program, a graduate-level, self-study curriculum and examination program for investment professionals that covers a broad range of investment topics.
Joseph Ronan is a financial advisor with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.
