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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Portnoi is a financial advisor with over 30 years of experience in the industry. Ronald is currently registered with Wells Fargo Advisors Financial Network, LLC. Ronald specializes in providing financial planning, investment consulting, and portfolio management services to individual and institutional clients. Ronald has extensive experience in working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Ronald holds a Series 63 and a Series 65 license. He also holds a Series 7 license, which is a general securities representative qualification. Ronald previously worked at Wells Fargo Clearing Services, LLC. He is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
05/11/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WESTFIELD NJ)
NJ
10/01/2000 - 05/11/2023
WELLS FARGO CLEARING SERVICES, LLC (SUMMIT NJ)
NC
05/01/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
01/12/2000 - 04/24/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
SC
01/26/1996 - 01/09/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
10/06/1992 - 02/01/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 08/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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