Ralph Schellinger (CRD# 2928399) is an Investment Advisor Representative working at Pts Brokerage, LLC in Cape May Court House, NJ and has over 26 years of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ralph I Schellinger | Cape May Court House, NJ | Mar 2013 - Current | 11 |
| Pts Brokerage, LLC | Mount Laurel, NJ | Apr 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2005 |
- NJ
- PA
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Total Assets Under Management81MILLIONS
-
Total Number of Accounts556ACCOUNTS
-
Average Account Value$144,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, FL, NJ, NY, PA
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