Unclaimed
Ronald Gerard Przewlocki is an Investment Advisor Representative for Cambridge Investment Research Advisors, Inc., a firm with offices in Fairfield, Iowa. Ronald has been in the financial industry since June 6, 1984, and is currently registered in Arizona and Texas. Ronald has a variety of professional designations and experience, including Series 6, 26, 63, and 65 licenses.
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.
Solicitation fees from 3rd party money managers
1
2
AZ
02/05/2025 - Present
Cambridge Investment Research Advisors, Inc. (TEMPE AZ)
FL
01/01/1994 - 03/26/2004
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
03/12/1990 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
CO
07/21/1989 - 03/14/1990
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
09/13/1988 - 08/17/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/13/1988 - 08/17/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
07/29/1988 - 01/01/1989
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
07/29/1988 - 01/01/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
07/29/1988 - 01/01/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
06/05/1984 - 08/15/1988
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
IA
Issued 11/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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