Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Taraborrelli is a financial advisor with Stratos Wealth Advisors LLC and is a CERTIFIED FINANCIAL PLANNER™ professional. Ronald has been in the financial industry since 1996 and is licensed in New Jersey, Pennsylvania and Texas. Ronald has a variety of experience in the industry including working at Fidelity Brokerage Services LLC, TIAA-CREF Individual & Institutional Services, LLC, First Union Securities, Inc., First Union Brokerage Services, Inc., Vanguard Marketing Corporation and NYLIFE Securities 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.
Percentage of assets under management with third party managers
1
2
NJ
10/02/2024 - Present
Stratos Wealth Advisors LLC (SICKLERVILLE NJ)
NJ
10/03/2011 - 01/07/2019
FIDELITY BROKERAGE SERVICES LLC (MARLTON NJ)
PA
03/07/2001 - 09/06/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
MO
10/01/2000 - 03/02/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/06/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
PA
01/02/1997 - 02/29/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
09/19/1996 - 02/03/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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