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Ronald N. Pellegrino

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CRD#: 832857
RP

Professional summary


Ronald None Pellegrino was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Ronald is a previously registered financial advisor and started their career in finance in 1977. Prior to being barred, Ronald had worked at 12 firms, which includes METROPOLITAN FINANCIAL SERVICES INC., METROPOLITAN INVESTMENT SECURITIES INC., MORGAN STANLEY DW INC., GLOBAL ATLANTIC DISTRIBUTORS LLC, MUTUAL SECURITIES INC., CONCOURSE FINANCIAL GROUP SECURITIES INC., CAL FED INVESTMENTS, CAPITAL BROKERAGE CORPORATION, FIRST COLUMBIA CORPORATION, UBS FINANCIAL SERVICES INC., LEHMAN BROTHERS INC., PAINE WEBBER JACKSON & CURTIS INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ronald Pellegrino

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 20, 2001 - December 15, 2003

METROPOLITAN FINANCIAL SERVICES, INC.

RIA
CRD#: 116602
SPOKANE, WA
Past

July 12, 2001 - December 15, 2003

METROPOLITAN INVESTMENT SECURITIES, INC.

BD
CRD#: 14146
SPOKANE, WA
Past

March 22, 2001 - June 21, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 11, 2000 - November 20, 2000

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

August 25, 1999 - April 27, 2000

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
CAMARILLO, CA
Past

June 21, 1994 - May 13, 1999

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
CAMARILLO, CA
Past

March 28, 1991 - December 31, 1993

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

June 25, 1987 - May 3, 1990

CAL FED INVESTMENTS

BD
CRD#: 19631
SACRAMENTO, CA
Past

November 18, 1986 - January 22, 1988

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
Past

July 3, 1985 - September 29, 1986

FIRST COLUMBIA CORPORATION

BD
CRD#: 6443
Past

January 31, 1980 - May 6, 1985

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

March 29, 1979 - September 30, 1981

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

February 1, 1977 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/12/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


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Company Information


No current employment

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