Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Lotti is an investment advisor representative at Fidelity Personal And Workplace Advisors with over 13 years of experience in the financial services industry. Ronald has held numerous roles at various firms, including Fidelity Brokerage Services LLC, Apollo Financial Group LLC, Beck Bode, LLC, Commonwealth Financial a Mass Mutual Company, and Fidelity Investments. Ronald has a strong track record of success in providing investment advice to individual and institutional clients. Ronald's clients range from high-net-worth individuals to charitable organizations, and he is known for his personalized approach to financial planning. Ronald's firm, Fidelity Personal And Workplace Advisors, offers a wide range of financial services, including financial planning, portfolio management, and educational seminars. Ronald's focus is on providing clients with the guidance and resources they need to achieve their financial goals.
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.
1
2
FL
07/23/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
NH
05/26/2020 - 08/19/2020
FIDELITY BROKERAGE SERVICES LLC (NASHUA NH)
NH
07/04/2008 - 01/25/2019
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 03/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Ronald Lotti is the right advisor for you? Invested Better is here to help.
