Rulla Nehme Pontarelli

Current Employers

Employment History

• 07/2001 → 11/2018
  John Hancock Financial Services
  Warwick, RI
• 11/2018 → Present
  Osaic Wealth, Inc.
  Warwick, RI
• 11/2018 → Present
  Insurance Sales
  Warwick, RI

Previous Registrations

• 2004-02-27 → 2018-11-02
  Signator Investors, Inc.
  Warwick, RI
  Warwick, RI

Other Businesses

1) NAUTICAL & FABULOUS BY RULLA POSITION: Creator NATURE: This is not an official business entity but rather a clothing line that I have started for fun, mostly for friends and acquaintances. No S-corp or LLC has been formed nor have I completed the launch of a website, sales site, etc. I will potentially continue to create and selectively distribute items from the clothing line, for a cost in some cases, in 2023. There has been no realized profit from this just yet. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 8 ALYSSA LN, LINCOLN RI 02865, United States DESCRIPTION: Design and create stylish and functional nautical and other attire for women and men; order materials; take photographs of items made for purchase or gift 2) INSURANCE SALES POSITION: agent NATURE: sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/05/2018 ADDRESS: 935 Jefferson Boulevard, Suite 2000, Warwick RI 02886, United States DESCRIPTION: insurance sales 3) ROYAL ONE FINANCIAL GROUP (LLC) POSITION: Certified Financial Planner, Partner NATURE: LLC (financial services) INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 04/15/2023 ADDRESS: 400 Westminster Street, Suite 40, Providence RI 02903, United States DESCRIPTION: This is a satellite office opening as its own branch in Providence, RI. I will be continuing my usual practices and duties as a CFP and wealth manager during ordinary business hours. These include investment planning and strategies, insurance planning, legacy planning, estate planning strategies, college funding strategies, business planning strategies, etc. I have been in practice over 21 years and simply felt that it was time to branch out into my own space and continue to grow. 4) PHYSICIAN FOCUSED FINANCE POSITION: Managing Partner and CFP NATURE: This is a brand name I plan to market under when working with medical professionals through my existing branch office, which is Royal One Financial Group, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 04/24/2024 ADDRESS: 400 Westminster Street, Suite 40, 4th floor, Providence RI 02903, United States DESCRIPTION: Financial Planning for medical professionals, to include investments and personal lines of insurance. 5) NATIONAL TELEVISION APPEARANCE POSITION: cast member NATURE: Reality tv appearance and participation in a nationally broadcasted program. Not related to finance and more about lifestyle and fun. Program is "The Real Housewives of RI". INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 05/13/2025 ADDRESS: 8 ALYSSA LN, LINCOLN RI 02865, United States DESCRIPTION: Involvement as a cast member or guest/friend on The Real Housewives of Rhode Island, a Bravo television and ABC Universal production. I would be filmed at home and out in a group setting. The show follows affluent women, often focusing on social dynamics and lifestyle. It might make mention of professional career. I would not be providing any recommendations or advice on this program.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-10
• S63 Uniform Securities Agent State Law Examination
  2002-03-26

Designations

Other Names

• Rulla Nehme
• Rulla Nehme-Malko
• Rulla Nehme-Malko