Unclaimed
Ralph Franzese is a financial advisor with over 20 years of experience in the financial services industry. Ralph is currently registered with Private Portfolio Partners, LLC in Paramus, NJ. Prior to joining Private Portfolio Partners, LLC, Ralph worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Ralph holds the Series 66, Series 7, and SIE securities licenses. Ralph specializes in providing financial planning and portfolio management services to high-net-worth individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitation/referral and consulting services
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.
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2
NJ
03/25/2013 - Present
Private Portfolio Partners, LLC (PARAMUS NJ)
NJ
01/05/2007 - 03/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NJ
02/21/2006 - 01/18/2007
CITIGROUP GLOBAL MARKETS INC. (WESTFIELD NJ)
MD
10/07/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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