Ralph Servati, financial advisor Carnegie PA

Ralph Servati

CRD Number: 1020943
Current Firm: Securities Brokerage Services

Ralph Servati (CRD# 1020943) is an Investment Advisor Representative working at Securities Brokerage Services in Carnegie, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 8
Securities Brokerage Services Carnegie, PA Mar 2011 - Current 11
Walnut Street Securities Pittsburgh, PA Jul 2002 - Aug 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Ralph T. Servati
Phone Number: 412-429-4040
Firm Website: http://sbsbrokers.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $415,268
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

PA

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