Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Colangelo is a financial advisor with Ameriprise Financial Services, LLC. Ronald has been in the financial industry since 1996 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Ronald holds the Series 7, Series 8, Series 63, and Series 66 licenses. Ronald provides financial planning services, including asset allocation, portfolio management, and retirement planning. Ronald is also a licensed insurance broker and offers insurance products through WellCare insurance.
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.
Asset allocation services
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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NY
03/21/2024 - Present
Ameriprise Financial Services, LLC (WHITE PLAINS NY)
NY
07/11/2022 - 12/31/2022
ALLSTATE FINANCIAL SERVICES, LLC (Mamaroneck NY)
NY
07/30/2021 - 11/04/2021
CETERA FINANCIAL SPECIALISTS LLC (NEW ROCHELLE NY)
CT
12/20/2018 - 08/28/2019
AXA ADVISORS, LLC (STAMFORD CT)
NY
11/04/2010 - 12/12/2018
CETERA FINANCIAL SPECIALISTS LLC (NEW ROCHELLE NY)
CT
12/08/2008 - 11/12/2010
PRINCOR FINANCIAL SERVICES CORPORATION (NORWALK CT)
NY
04/03/2008 - 06/17/2008
NRP FINANCIAL, INC. (WHITE PLAINS NY)
CT
01/24/2006 - 03/20/2008
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
TX
09/12/2005 - 01/25/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
11/30/2004 - 02/09/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
06/18/1993 - 12/03/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
03/23/1992 - 06/29/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/23/1992 - 06/29/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
02/06/1990 - 06/20/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
NA
01/28/1988 - 03/22/1988
THE STUART-JAMES COMPANY, INC.
NA
01/19/1988 - 02/10/1988
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 11/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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