Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Gambardella is an investment advisor representative with over 20 years of experience in the financial services industry. Ronald currently works with Osaic Wealth, Inc. located in HAMDEN, CT. Previously, Ronald has worked with POLARIS FINANCIAL SERVICES, INC. and H.D. VEST INVESTMENT SECURITIES, INC.. Ronald has a variety of licenses and registrations, including Series 6, 7, 26, 63, and 65. Ronald has also completed the Securities Industry Essentials Examination (SIE). Ronald specializes in offering a variety of financial services, including financial planning, portfolio management for individuals and businesses, educational seminars, and pension consulting. Ronald offers a wide range of investment-related services and specializes in fixed annuities, indexed annuities, traditional life insurance, mortgage brokering/agency ownership, accident and health insurance, disability insurance, health savings accounts, and long-term care insurance. Ronald is also a notary public and a tax preparer.
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.
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
CT
01/24/2025 - Present
Osaic Wealth, Inc. (HAMDEN CT)
NH
08/26/1999 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
TX
12/18/1998 - 09/10/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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