Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Kapalczynski is a financial advisor with LPL Financial LLC. Ralph has been in the financial industry since 2007. Ralph is registered as a broker-dealer and an investment advisor representative. Ralph has a Series 6, Series 63, and Series 65 license. Ralph also holds the SIE designation. Ralph's previous experience includes working at CUNA BROKERAGE SERVICES, INC. and WADDELL & REED, INC. Ralph's current employment is with LPL Financial LLC and Adventure Credit Union. Ralph is a registered investment advisor in the state of Michigan.
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.
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2
MI
05/18/2022 - Present
LPL Financial LLC (WYOMING MI)
MI
05/16/2012 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WYOMING MI)
MI
12/20/2007 - 05/07/2012
WADDELL & REED, INC. (MUSKEGON MI)
IA
Issued 11/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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