Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Anthony Petrore is a financial professional with over 30 years of experience in the industry. Ricardo is currently registered with PNC Investments LLC in Pittsburgh, Pennsylvania. Ricardo has a strong background in securities and investment company products, and holds several professional licenses and designations, including Series 7, 6, 63, 66, 24, and 51. Previously, Ricardo has worked with several financial institutions, including New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., MetLife Securities Inc., The Huntington Investment Company, National Planning Corporation, PrimeVest Financial Services, Inc., BISYS Brokerage Services, Inc., Spectrum Securities Corporation, and Marketing One Securities, Inc. Ricardo specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
01/20/2010 - Present
PNC Investments (PITTSBURGH PA)
PA
11/23/2009 - 01/04/2010
NEW ENGLAND SECURITIES (JOHNSTOWN PA)
PA
11/23/2009 - 01/04/2010
TOWER SQUARE SECURITIES, INC. (JOHNSTOWN PA)
PA
11/23/2009 - 01/04/2010
WALNUT STREET SECURITIES, INC. (JOHNSTOWN PA)
PA
01/29/2009 - 01/04/2010
METLIFE SECURITIES INC. (JOHNSTOWN PA)
PA
08/06/2007 - 05/02/2008
THE HUNTINGTON INVESTMENT COMPANY (MONROEVILLE PA)
OH
04/18/2001 - 08/07/2007
NATIONAL PLANNING CORPORATION (HUBBARD OH)
MN
05/10/2000 - 04/25/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
02/11/1997 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
OH
07/27/1993 - 02/20/1997
SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)
OR
02/01/1989 - 09/10/1991
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 04/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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