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Ronald Gene Wexler

THE Pinnacle Financial Group

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About Ronald Gene Wexler

Ronald Gene Wexler is a registered representative and investment advisor representative with The Pinnacle Financial Group. Ronald has been in the securities industry since 1995 and has worked with Oppenheimer & Co. Inc., Citigroup Global Markets Inc., Citicorp Investment Services, and Kirlin Securities Inc. Ronald has passed the Series 63, Series 65, Series 7, and SIE exams. Ronald is currently registered in California, Florida, New Jersey, New York, and Pennsylvania.

Firm Information

Ronald Wexler is currently registered with THE Pinnacle Financial Group. THE Pinnacle Financial Group, headquartered in Rockville Centre, NY, is an investment advisor with 37 investment advisor representatives. The firm manages over $1.2 billion in regulatory assets under management for clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
THE Pinnacle Financial Group

9 SOUTH LONG BEACH ROAD

ROCKVILLE CENTRE, NY 11570

$1.20B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning

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Ronald Wexler’s Registration & Firm History

NY

08/20/2021 - Present

THE Pinnacle Financial Group (HUNTINGTON NY)

NY

01/22/2010 - 03/15/2017

OPPENHEIMER & CO. INC. (HAUPPAUGE NY)

NY

05/29/2007 - 01/28/2010

CITIGROUP GLOBAL MARKETS INC. (SYOSSET NY)

NY

10/24/2001 - 05/29/2007

CITICORP INVESTMENT SERVICES (SYOSSET NY)

NY

01/29/1996 - 11/09/2001

KIRLIN SECURITIES INC. (SYOSSET NY)

NY

07/24/1995 - 01/31/1996

STRATTON OAKMONT INC. (LAKE SUCCESS NY)

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Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Gene Wexler.
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