Ramona PandayCRD Number: 3086131
Current Firm: Royal Alliance Associates, Inc.
Ramona Panday (CRD# 3086131) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Jersey City, NJ and has over 23 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Royal Alliance Associates, Inc.||Jersey City, NJ||Mar 2020 - Current||1|
|Fsc Securities Corp||Jersey City, NJ||Dec 2017 - Dec 2019||2|
|Royal Alliance Associates||New York, NY||Oct 2014 - Dec 2017||3|
|Nylife Securities LLC||New York, NY||Mar 2014 - Oct 2014||< 1|
|New York Life Insurance Company||New York, NY||Oct 2013 - Oct 2014||1|
|Unemployed||New York, NY||Mar 2012 - Oct 2013||1|
|Citigroup||New York, NY||Sep 2000 - Mar 2012||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2018|
Total Assets Under Management20,655MILLIONS
Total Number of Accounts89,747ACCOUNTS
Average Account Value$230,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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