Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Barcellino has been in the financial services industry since 1986. He is currently a Registered Representative with Osaic Wealth, Inc. He previously held positions at MML Investors Services, LLC, Princor Financial Services Corporation, New England Securities, and Penn Mutual Equity Services, Inc. He is a Chartered Financial Consultant and holds a Series 6, 7, 22, and SIE license. Ronald provides financial planning and investment management services to individuals, families, businesses, and retirement plans. He is dedicated to helping clients reach their financial goals and believes in building long-term relationships with his clients.
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.
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.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
09/04/1997 - 04/23/2013
MML INVESTORS SERVICES, LLC (LONG ISLAND CITY NY)
IA
07/09/1996 - 09/04/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
08/22/1987 - 07/16/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
09/17/1986 - 08/05/1987
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 07/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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