Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Profeta is an investment advisor representative registered with Darwin Wealth Management. Ralph is currently registered in Florida as an investment advisor representative and previously registered in Colorado and Florida. Ralph has 20 years of experience in the financial services industry. Ralph specializes in providing financial planning, pension consulting, and portfolio management services. Ralph has also provided consulting and/or offer fixed insurance and annuity products as a licensed agent from December 2022 to present.
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.
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.
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2
FL
11/30/2022 - Present
Darwin Wealth Management (TAMPA FL)
CO
09/26/2022 - 10/10/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
FL
07/29/2008 - 04/13/2022
CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
09/23/2003 - 11/08/2007
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 11/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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