Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Rostker is an investment advisor representative who has been in the financial industry since April 2001. Ronald is currently registered with Osaic Wealth, Inc. in Florida and Michigan. Ronald is also registered as an investment advisor representative in Indiana, Michigan, South Carolina, Tennessee, and Texas. Prior to joining Osaic Wealth, Inc., Ronald worked at Woodbury Financial Services, Inc., Questar Capital Corporation, Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/19/2024 - Present
Osaic Wealth, Inc. (BRADENTON FL)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WEST BLOOMFIELD MI)
MI
09/25/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (WEST BLOOMFIELD MI)
MI
06/01/2009 - 10/03/2013
MORGAN STANLEY (FARMINGTON HILLS MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LIVONIA MI)
MI
12/04/2002 - 04/02/2007
MORGAN STANLEY DW INC. (LIVONIA MI)
NY
04/11/2001 - 01/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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