linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ronald Paul Rovelli

Cetera Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ronald? Claim Your Profile

About Ronald Paul Rovelli

Ronald Paul Rovelli is a financial advisor with over 40 years of experience in the industry. Ronald is currently registered with Cetera Investment Services LLC and has held previous positions with Foresters Financial Services, Inc.. Ronald has a broad range of experience and holds licenses including Series 6, 7, 22, 24, 26, 51 and 63. Ronald is currently registered in 9 states including California, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas and Virginia.

Firm Information

Ronald Rovelli is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ronald Rovelli’s Registration & Firm History

VA

06/20/2019 - Present

Cetera Investment Services LLC (GLEN ALLEN VA)

VA

10/14/1980 - 06/25/2019

FORESTERS FINANCIAL SERVICES, INC. (GLEN ALLEN VA)

Not sure if Ronald Paul Rovelli is right for you?

Licenses & Designations

BC

Issued 10/29/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/15/1999

Series 24 - General Securities Principal Examination

BC

Issued 05/27/1982

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/1996

Series 7 - General Securities Representative Examination

BC

Issued 10/10/1980

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Paul Rovelli.
Not sure if Ronald Paul Rovelli is right for you?