Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Francis Palleschi is a registered investment advisor representative with First Long Island Investors, LLC. Ralph has been in the industry since December 17, 1986, and has a wide range of experience in investment management. Ralph holds several licenses, including Series 7, 24, 27, 63, and 79TO, and has a broad knowledge of the financial markets. Ralph is committed to providing his clients with personalized investment advice and guidance. In addition to his work at First Long Island Investors, LLC, Ralph is also involved in several other organizations. Ralph is a member of the investment committee for both the Viscardi Center and First Long Island Investors. Ralph is also the chairman of the board of trustees for Variety Child Learning Center.
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.
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.
Advice to private investment partnerships
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/08/2021 - Present
First Long Island Investors, LLC (JERICHO NY)
BC
Issued 10/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/19/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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