Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Grasso is a financial advisor with over 28 years of experience in the financial services industry. Ronald is currently registered with UBS Financial Services Inc. and is based in the Peabody, MA branch office. Ronald holds several industry certifications, including Series 7, Series 31, and Series 63. Ronald also holds the Certified Financial Planner designation. Prior to joining UBS, Ronald worked at Morgan Stanley and Citigroup Global Markets Inc. Ronald provides financial services to a wide range of clients, including individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
09/22/2022 - Present
UBS Financial Services Inc. (PEABODY MA)
MA
06/01/2009 - 10/14/2022
MORGAN STANLEY (Boston MA)
MA
03/15/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
03/17/1994 - 03/28/1996
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
IA
Issued 04/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ronald Grasso is the right advisor for you? Invested Better is here to help.
