Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Balog is a financial advisor with over 18 years of experience in the industry. Ronald is currently registered with Osaic Wealth, Inc. and has previously been registered with CETERA ADVISOR NETWORKS LLC, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, JOHN HANCOCK DISTRIBUTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Ronald has also held positions at Insight Global Wealth Strategies, LLC and Royal Alliance. Ronald holds the Series 6, 7, 31, and 66 licenses and the SIE exam. Ronald specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Ronald is also an insurance agent and a varsity head coach for Freedom Area High School.
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.
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2
PA
07/19/2021 - Present
Osaic Wealth, Inc. (Cranberry Township PA)
PA
06/12/2015 - 07/21/2021
CETERA ADVISOR NETWORKS LLC (SEWICKLEY PA)
PA
06/01/2009 - 06/25/2015
MORGAN STANLEY (SEWICKLEY PA)
PA
08/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEXFORD PA)
PA
12/09/2005 - 08/18/2008
CITIGROUP GLOBAL MARKETS INC. (SEWICKLEY PA)
NY
10/15/2004 - 12/12/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
04/06/1992 - 06/12/1992
JOHN HANCOCK DISTRIBUTORS, INC.
NA
04/06/1992 - 06/12/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BOTH
Issued 11/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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