Unclaimed
Ronald Fatoullah is a licensed attorney and investment advisor representative at Private Advisor Group, LLC. Ronald works in Great Neck, New York and holds the Series 7, Series 66, and SIE securities licenses. Prior to joining Private Advisor Group, LLC, Ronald was with LPL Financial LLC. Ronald is a registered investment advisor representative in New York. Ronald has experience providing financial planning, pension consulting, educational seminars, and solicitation/referral services. Ronald also provides portfolio management for individuals 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
02/20/2021 - Present
Private Advisor Group, LLC (Great Neck NY)
NY
08/06/2013 - 11/08/2016
LPL FINANCIAL LLC (GREAT NECK NY)
BOTH
Issued 12/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ronald Fatoullah is the right advisor for you? Invested Better is here to help.