Unclaimed
Ralph Christopher Tumolo is a financial professional with over 40 years of experience in the industry. Ralph has been registered with Lincoln Investment since January 2017 and is also registered with Capital Analysts. Ralph previously worked with LEGEND EQUITIES CORPORATION, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, AETNA LIFE INSURANCE AND ANNUITY COMPANY, LINCOLN NATIONAL PENSION INSURANCE COMPANY, PRUCO SECURITIES CORPORATION and PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY. Ralph holds the Series 6, Series 7, and SIE licenses. Ralph provides financial planning, portfolio management for individuals and businesses, and selection of other advisors services to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/13/2017 - Present
Lincoln Investment (TAMARAC FL)
FL
06/22/2004 - 01/03/2017
LEGEND EQUITIES CORPORATION (TAMARAC FL)
IN
07/15/1987 - 06/23/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/15/1987 - 06/23/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
08/22/1988 - 01/10/1989
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
07/15/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
01/14/1987 - 04/20/1987
PRUCO SECURITIES CORPORATION
NA
05/18/1982 - 01/01/1987
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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