Ronald Lopresti (CRD# 2318368) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monroeville, PA and has over 31 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Monroeville, PA | Jan 2024 - Current | < 1 |
| Woodbury Financial Services, Inc. | Monroeville, PA | Mar 2019 - Current | 5 |
| Woodbury Financial Services, Inc. | Monroeville, PA | Mar 2019 - Jan 2024 | 4 |
| Questar Asset Management | Minneapolis, MN | Apr 2016 - Mar 2019 | 2 |
| Questar Capital Corporation | Minneapolis, MN | Apr 2016 - Mar 2019 | 2 |
| Ameritas Investment Corp. | Lincoln, NE | Jan 1993 - Apr 2016 | 23 |
| Ameritas Life Insurance Corp | Lincoln, NE | Feb 1992 - Apr 2016 | 24 |
| Executive Brokerage Swift/kennedy | Monroeville, PA | Jan 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
- PA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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