Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ron? Claim Your ProfileRon Mastrangelo is an investment advisor representative registered with Raymond James Financial Services Advisors, Inc. Ron has been in the industry since December 1991 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Ron holds a Series 6, 7, 63 and 65 license, and is registered to provide investment advice in 14 states, including Massachusetts, Texas, California, Connecticut, Florida, Maine, Michigan, Nevada, New Hampshire, New York, Rhode Island, Vermont, and Virginia. Ron has a strong track record of success and is committed to providing his clients with the highest level of service and expertise. Ron also works as a Partner for Mastrangelo/Whelan, a tax preparation firm.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
06/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (Newton Lower Falls MA)
MA
09/11/2003 - 06/11/2024
COMMONWEALTH FINANCIAL NETWORK (NATICK MA)
TX
12/20/1991 - 09/23/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 01/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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