Ronald Degregorio (CRD# 801468) is an Investment Advisor Representative working at Pen Facs Financial Services in Salem, NH and has over 39 years of experience in the finance industry. Ronald Degregorio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The New Penfacs Inc. | Southborough, MA | Apr 2008 - Current | 16 |
| The New Penfacs Insurance Agency | Salem, NH | May 2007 - Current | 16 |
| Self Employed | Salem, NH | May 1985 - Current | 38 |
| Penfacs Financial Services | Salem, NH | Jun 1977 - Current | 46 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1984 |
- FL
- MA
- NH
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$1,593,852
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MA, NH
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