Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Castrogiovanni is a financial advisor with Fidelity Personal And Workplace Advisors. Ronald has been in the industry since 1984. Ronald is licensed to offer advisory services in Arizona, California, Colorado, Florida, Illinois, Iowa, Maryland, Minnesota, Ohio, Pennsylvania, South Dakota, Texas, Utah, Washington, and Wisconsin. Ronald also has his Series 3, 5, 6, 7, 15, 22, 24, 52TO, 53, 63, and 66 licenses. Ronald has earned the Certified Financial Planner designation. Ronald is a financial planner who can provide financial planning, portfolio management, and educational seminars.
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.
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.
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2
WI
09/20/2021 - Present
Fidelity Personal AND Workplace Advisors (MIDDLETON WI)
IL
03/19/2018 - 09/10/2021
PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)
IL
09/30/2013 - 03/22/2018
WADDELL & REED (OAK BROOK IL)
IL
06/01/2001 - 10/01/2013
U.S. BANCORP INVESTMENTS, INC. (LISLE IL)
NJ
10/15/1996 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NE
10/29/1993 - 07/08/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
IL
01/27/1993 - 11/09/1993
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
VA
11/10/1992 - 01/26/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
MA
05/14/1991 - 12/24/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
05/14/1991 - 10/28/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IL
12/21/1988 - 04/23/1991
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
NY
11/22/1986 - 04/09/1988
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
04/19/1984 - 12/05/1986
PAINEWEBBER INCORPORATED
NA
09/23/1983 - 04/12/1984
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BOTH
Issued 04/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 09/18/1984
Series 5 - Interest Rate Options Examination
BC
Issued 06/27/1984
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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