Unclaimed
Ronald Jurczynski is a financial advisor with over 20 years of experience in the financial services industry. Ronald is registered with LPL Financial LLC and Osaic Wealth, Inc. and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Ronald offers a wide range of financial services including investment management, financial planning, and insurance. Ronald's primary office is located in Sheffield Village, Ohio, and he is also licensed to provide financial services in multiple other states.
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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CA
11/01/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
BC
Issued 10/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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