Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Joseph Lambke is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Ronald has been in the securities industry since December 1988. Ronald has a Series 63, Series 65, Series 7, Series 31 and a SIE license. Ronald is registered with FINRA and has a total of 42 state 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.
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.
Investment consulting services to institutional clients
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
CO
05/25/2018 - Present
Wells Fargo Clearing Services, LLC (GREENWOOD VILLAGE CO)
TX
01/16/2009 - 06/01/2018
UBS FINANCIAL SERVICES INC. (PLANO TX)
TX
10/07/1994 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
IL
12/14/1988 - 11/07/1994
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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