Unclaimed
Ronald Ciotoli is a financial advisor who has been working in the financial industry since 1993. Ronald is currently registered with LPL Enterprise, LLC, and previously worked with Lifemark Securities Corp. and MML Investors Services, LLC. Ronald specializes in providing financial planning, portfolio management, and other consulting services for individuals and businesses. Ronald is also a registered representative with the state of New York and has been active in the community as a sports official, a representative for the Tioga County Republican Committee, and a Tioga County Legislator.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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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2
NY
11/14/2024 - Present
LPL Enterprise, LLC (ENDWELL NY)
NY
01/13/2016 - 07/26/2021
LIFEMARK SECURITIES CORP. (Endwell NY)
NY
09/07/2000 - 01/12/2016
MML INVESTORS SERVICES, LLC (Endwell NY)
NY
04/10/1994 - 03/02/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NJ
11/13/1992 - 10/18/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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