Ronald Giunta, financial advisor Woburn MA

Ronald Giunta

CRD Number: 2726796
Current Firm: Flagship Private Wealth

Ronald Giunta (CRD# 2726796) is an Investment Advisor Representative working at Flagship Private Wealth in Woburn, MA and has over 27 years of experience in the finance industry. Ronald Giunta 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.

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Professional Designations
Company Name Location Dates Years
Flagship Private Wealth Woburn, MA Mar 2015 - Current 9
Lpl Financial LLC Woburn, MA Aug 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination May 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ronald J. Giunta
Phone Number: (781) 756-0090
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    314
    MILLIONS
  • Total Number of Accounts
    951
    ACCOUNTS
  • Average Account Value
    $330,033
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, MA, ME, NH, NY, PA, TX

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