Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ron? Claim Your ProfileRon Leibovici is a financial advisor who has been active in the industry since 2009. He is currently registered with U.S. Bancorp Investments, Inc. in Torrance, California, where he provides financial planning, portfolio management for businesses and individuals, and publication of periodicals. Ron Leibovici previously worked with Comerica Securities, UnionBanc Investment Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
06/02/2023 - Present
U.s. Bancorp Investments, Inc. (Torrance CA)
CA
02/22/2019 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
MI
10/08/2015 - 02/04/2019
COMERICA SECURITIES (DETROIT MI)
CA
10/01/2012 - 07/14/2014
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
01/10/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)
CA
09/18/2008 - 08/24/2009
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
05/29/2007 - 08/07/2008
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE VILLAGE CA)
CA
02/28/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (THOUSAND OAKS CA)
BOTH
Issued 03/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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