Ron helps his clients develop wealth management strategies with tax efficient investing through professional money management. His practice is focused on educating clients of the benefits of financial planning. He manages client portfolios through the use of an Investment Policy Statement to develop personalized asset allocation strategies.
Ron works with individuals, businesses and trusts, and is approved to do business in 7 states. Ron’s clients benefit from his 20 Years of experience and knowledge of the financial services industry. Ron holds a FINRA Series 7 General Securities License, FINRA Series 24 General Securities Principal License and FINRA Series 65 in addition to Life and Health Insurance licenses.
Ron Mercatante, located in Boynton Beach, Florida is proud to provide brokerage account services through Cambridge Investment Research, Inc. and financial planning and investment advisory services through Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc. is registered with the Securities Exchange Commission (SEC) as a Registered Investment Advisor.
Ron Mercatante is registered with Cambridge Investment Research Advisors, Inc. as Investment Advisor Representative (IAR) who is registered with the SEC and states as required and may provide financial advice to clients. As an IAR, Ron Mercatante can evaluate your investment needs and objectives to determine your suitability for the various programs offered through Cambridge Investment Research Advisors, Inc..
Ron Mercatante, as an IAR with Cambridge Investment Research Advisors, Inc. is required to provide a Supplemental Brochure to clients when providing financial planning and investment advisory services. Review his SEC Supplemental Brochure.
