Unclaimed
Ronald Perilstein is a financial advisor in Narberth, Pennsylvania, with over 30 years of experience in the financial services industry. Ronald is currently registered with Kestra Investment Services, LLC and has been registered with this firm since 1997. Ronald is licensed in Pennsylvania and other states, including Florida, Delaware, New Jersey and New York.
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.
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.
1
2
PA
09/25/1997 - Present
Kestra Investment Services, LLC (NARBERTH PA)
MN
01/06/1992 - 10/01/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 12/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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