Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ronan is a financial advisor with over 30 years of experience in the financial services industry. David has worked with Lincoln Investment since 2017 and also holds a registration with Capital Analysts. Prior to joining Lincoln Investment, David worked with LEGEND EQUITIES CORPORATION, CONTEMPORARY FINANCIAL SOLUTIONS, INC. and SUNAMERICA SECURITIES, INC. David holds Series 6, 63, and 65 licenses. David specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
06/14/2017 - Present
Lincoln Investment (ST. CLOUD FL)
FL
12/12/2007 - 01/03/2017
LEGEND EQUITIES CORPORATION (ST. CLOUD FL)
FL
04/05/2005 - 12/03/2007
CONTEMPORARY FINANCIAL SOLUTIONS, INC. (ST. CLOUD FL)
AZ
03/26/1996 - 04/05/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
04/04/1985 - 02/26/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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