Unclaimed
Ron Adelstein is a registered representative of Colorado Financial Service Corp. Ron has been in the securities industry since 1996. Ron is registered in 26 states for securities and has a Series 63 license. Ron is also registered in New Jersey for investment advisor services and has a Series 65 license. Ron's previous employers include BROOKSTONE SECURITIES, INC., GUNNALLEN FINANCIAL, INC, THE CONCORD EQUITY GROUP, LLC, JOSEPHTHAL & CO., INC., R.D. WHITE & CO., INC., PRIME CHARTER LTD., THE J.B. SUTTON GROUP, LLC, H.J. MEYERS & CO., INC., BILTMORE SECURITIES, INC and STRATTON OAKMONT INC.
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.
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.
1
2
CO
07/10/2012 - Present
Colorado Financial Service Corp. (CENTENNIAL CO)
NJ
10/20/2009 - 06/20/2012
BROOKSTONE SECURITIES, INC. (RED BANK NJ)
NJ
08/27/2008 - 10/02/2009
GUNNALLEN FINANCIAL, INC (REDBANK NJ)
NJ
10/10/2001 - 08/18/2008
THE CONCORD EQUITY GROUP, LLC (RED BANK NJ)
NY
02/26/1998 - 10/19/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
09/10/1997 - 02/15/1998
R.D. WHITE & CO., INC. (NEW YORK NY)
NY
02/02/1998 - 02/11/1998
PRIME CHARTER LTD. (NEW YORK NY)
NY
01/14/1997 - 09/10/1997
THE J.B. SUTTON GROUP, LLC (MELVILLE NY)
NY
12/24/1996 - 02/06/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
FL
12/18/1996 - 01/04/1997
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
NY
07/10/1996 - 12/18/1996
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
IA
Issued 11/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ron Adelstein is the right advisor for you? Invested Better is here to help.