Unclaimed
Ronaldo Sacaguing Medalla is a financial advisor with Fidelity Personal AND Workplace Advisors. Ronaldo has been a registered representative for over 27 years, with experience in both brokerage and investment advisory services. Ronaldo is a highly experienced advisor with a broad range of knowledge and expertise.
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
CT
08/16/2021 - Present
Fidelity Personal AND Workplace Advisors (FAIRFIELD CT)
RI
03/08/1993 - 07/19/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 11/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Ronaldo Medalla is the right advisor for you? Invested Better is here to help.