Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Allene Pirvulescu is a financial advisor with LPL Financial LLC in NEW YORK, NY. Rhonda has been in the financial services industry since 2000. Rhonda has experience working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., and J.P. MORGAN SECURITIES INC. before joining LPL Financial LLC. Rhonda holds Series 63, 66 and 7 licenses. Rhonda is also a Certified Financial Planner. Rhonda specializes in providing financial planning services to individuals, families, and businesses.
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
NY
05/23/2022 - Present
LPL Financial LLC (NEW YORK NY)
NY
09/24/2018 - 06/09/2021
M&T SECURITIES, INC. (NEW YORK NY)
NY
10/23/2009 - 09/11/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/30/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
05/01/2001 - 10/12/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/21/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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