Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Edwin Grassi is a financial professional with over 27 years of experience in the industry. Ronald has been with Charles Schwab & Co., Inc. since October 2012 and has previously held positions with firms such as T. Rowe Price Investment Services, Inc., TD Ameritrade, Inc., Jack White & Company, Inc., A. T. Brod & Co. Inc., and Chatfield Dean & Co., Inc. Ronald is registered in Arizona and California and holds Series 4, 7, 8, 9, 10, 63 and 66 licenses. Ronald is a dedicated financial advisor who is committed to providing clients with personalized financial advice.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
10/01/2012 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CO
12/19/2006 - 06/20/2012
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
CA
06/01/1998 - 07/05/2006
TD AMERITRADE, INC. (SAN DIEGO CA)
NA
12/07/1994 - 06/01/1998
JACK WHITE & COMPANY, INC.
OH
08/08/1994 - 09/01/1994
A. T. BROD & CO. INC. (CLEVELAND OH)
CO
06/14/1994 - 08/04/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 01/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/21/2003
Series 4 - Registered Options Principal Examination
BC
Issued 04/30/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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