Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Mark Chakler is a financial advisor with over 40 years of experience in the industry. Ronald is currently registered with Osaic Wealth, Inc. and has previously worked at NATHAN & LEWIS SECURITIES, INC., PINNACLE ASSET MANAGEMENT, INC., MULTI-FINANCIAL SECURITIES CORPORATION, GRUNTAL & CO. INCORPORATED, and E. W. SMITH CO.. Ronald holds several professional licenses, including Series 7, Series 24, Series 4, Series 5, Series 51, Series 63, and Series 65. Osaic Wealth, Inc. manages over $94 billion in assets and serves a wide range of clients including high-net-worth individuals, corporations, pension plans, and charitable organizations.
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
PA
10/11/2024 - Present
Osaic Wealth, Inc. (Newtown PA)
NY
05/30/2000 - 09/13/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
PA
09/19/1996 - 05/26/2000
PINNACLE ASSET MANAGEMENT, INC. (FAIRLESS HILLS PA)
CO
04/10/1992 - 09/23/1996
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NY
03/22/1982 - 04/16/1992
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
12/22/1980 - 04/01/1982
E. W. SMITH CO.
IA
Issued 06/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/18/1995
Series 4 - Registered Options Principal Examination
BC
Issued 02/22/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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