Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Matarese is a financial advisor with over 24 years of experience in the industry. She has worked with Osaic FA, Inc. since September 2004. Prior to that, Rhonda worked with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and CHARLES SCHWAB & CO., INC. Rhonda holds licenses to conduct business in several states including California, Colorado, Florida, Indiana, Kentucky, Mississippi and Ohio. Rhonda has also earned her Series 7, Series 63, Series 65, and SIE licenses. She is dedicated to helping clients reach 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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
OH
09/24/2004 - Present
Osaic FA, Inc. (CINCINNATI OH)
IN
09/24/2004 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
05/04/2000 - 07/30/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OH
03/05/1998 - 04/20/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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