Ronald
Wexler
The Pinnacle Financial Group
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About this Advisor
Ronald Wexler is a financial advisor based in Huntington, New York, working with The Pinnacle Financial Group. Ronald has previously held positions at Oppenheimer & Co. Inc, The Pinnacle Financial Group, and Lpl Financial, LLC. Ronald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Ronald is part of The Pinnacle Financial Group, which operates out of Huntington, New York. The firm has 9 offices and 44 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Pinnacle Financial Group includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Pinnacle Financial Group Brokerage Details
$1,203,901,225
44
5,266
$228,618
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ronald Wexler Work History
The Pinnacle Financial Group
Lpl Financial, LLC
Oppenheimer & Co. Inc
Disclosures
Please visit the SEC profile of Ronald Wexler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Pinnacle Financial Group
Rockville Centre, NY
Rockville Centre, NY
Rockville Centre, NY
Melville, NY
Rockville Centre, NY
Huntington, NY
Uniondale, NY
Rockville Centre, NY
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