Ralph Servati is a registered investment advisor, based in Carnegie, PA, with 37 years of industry experience.
Location
101 West Main Street #104, Carnegie, PA, 15106-2427
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ralph is an independent insurance agent selling fixed annuities, life, accident, health, and long-term care insurance since 1980, dedicating a few hours per week. Ralph is also an independent RIA providing securities brokerage services since 1996, dedicating minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Securities Brokerage Services
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Hartford Equity Sales Company INC.Broker
Lincoln Benefit Financial Services, INC.Broker
Aegon USA Securities INC.Broker
Wrp Investments, INC.Broker
Lowry Financial Services CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Financial Consultants, INC.Broker
Security First Financial, INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.