Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronit? Claim Your ProfileRonit Rogoszinski is a financial advisor who has been working in the industry since 1992. Ronit is currently registered with Osaic Advisory Services, LLC and holds the Series 63, Series 66, Series 7, and SIE licenses. Ronit specializes in offering financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Ronit is also a Certified Financial Planner. Previously, Ronit has worked with LPL Financial LLC, Prime Capital Services, Inc., CUNA Brokerage Services, Inc., CitiCorp Investment Services, and CitiCorp Financial Services, Inc.
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
GA
10/12/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NY
02/29/2008 - 06/19/2017
LPL FINANCIAL LLC (MANHASSET NY)
NY
11/03/2006 - 03/20/2008
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
08/15/2005 - 11/07/2006
CUNA BROKERAGE SERVICES, INC. (WESTBURY NY)
NY
06/01/1992 - 08/04/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
04/10/1992 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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