Doug Rongo

About Doug Rongo

Ensuring Every Dollar in Your Company’s Retirement Plan Works as Hard as Your Team…

Experience

1. Owner Blue Ridge Wealth Services Investment Adviser Representative Registered Representative

   Cambridge Investment Research, Inc.

   Jun 2025 — Present · Hickory, NC, US

   CRS_CIRA CIR CRS Supplement Packet_March2024 Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Blue Ridge Wealth Services and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling 82••••••54. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Education

• United States Merchant Marine Academy

  BS, Marine Engineering and Marine Transportation

  1985 — 1989

Skills

• Trading
• Disability Insurance
• Strategic Planning
• Asset
• Life Insurance
• Customer Service
• International Shipping
• Asset Managment
• Pensions
• Securities
• Estate Planning
• Public Speaking
• Retirement Planning
• Ships
• Wealth
• Asset Management
• Small Business
• Shipping
• Financial Planners
• 401k
• Long Term Care
• Series 63
• Marketing
• Fixed Annuities
• Mutual Funds
• Wealth Management
• Retirement
• Investment Advisory
• Strategic Financial Planning
• Marine Engineering
• Insurance
• Maritime
• Team Building
• Management
• Investments
• Long-Term Care
• Term Life Insurance