Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Angelo has over 27 years of experience in the financial services industry. Ralph is currently registered with Osaic Wealth, Inc. and has held previous registrations with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Ralph is a Series 6, 7, 63 and 65 licensed professional and has several years of experience in financial planning, portfolio management, and pension consulting. Ralph is a managing member of 2590 Group LLC, and a director for Arcum Therapeutics, Inc. and Honeoye Remedies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NY
10/11/2024 - Present
Osaic Wealth, Inc. (Honeoye Falls NY)
NY
03/07/1996 - 12/16/2010
AXA ADVISORS, LLC (ROCHESTER NY)
NY
03/07/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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