Unclaimed
Ralph Cetrulo III is a financial advisor with Sage Financial Group Inc. Ralph has been a Registered Representative for over 20 years and has a Series 7 and Series 66 license. Ralph's experience and expertise in the financial services industry have helped many clients achieve their financial goals.
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.
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.
1
2
PA
02/29/2000 - Present
Sage Financial Group Inc. (WEST CONSHOHOCKEN PA)
NY
08/08/2001 - 03/24/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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