Unclaimed
Raanan Yoav Pritzker is a financial advisor with LPL Financial LLC in Atlanta, Georgia. Raanan has been in the industry since June 17, 2010. Before joining LPL Financial LLC, Raanan was an advisor with FIFTH THIRD SECURITIES, INC. and SUNTRUST INVESTMENT SERVICES, INC. Raanan holds the Series 7, Series 63, and SIE licenses and is also a Chartered Financial Analyst.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
GA
08/22/2023 - Present
LPL Financial LLC (ATLANTA GA)
GA
09/08/2011 - 02/08/2021
FIFTH THIRD SECURITIES, INC. (ATLANTA GA)
GA
03/28/2008 - 06/06/2011
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
09/05/2007 - 04/03/2008
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 10/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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