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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald David Sanchez is a financial advisor with Commonwealth Financial Network and has been in the industry since November 3, 1999. Ronald holds licenses to practice in multiple states including Arizona, California, Colorado, Montana, Nevada, North Carolina, Oregon, Texas, and Washington. Ronald works with a wide range of clients, including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Ronald offers a variety of advisory services, including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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.
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
CA
01/03/2022 - Present
Commonwealth Financial Network (Walnut Creek CA)
CA
06/26/2017 - 12/31/2021
COMMONWEALTH FINANCIAL NETWORK (Walnut Creek CA)
CA
03/25/2017 - 06/30/2017
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
CA
11/02/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
11/02/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALNUT CREEK CA)
IA
Issued 05/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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