Unclaimed
Ronald Leavitt is a financial professional with over 35 years of experience in the securities industry. Ronald is registered as an Investment Advisor Representative in Nevada. Ronald is currently employed at Capstone Capital Wealth Advisors, a firm based in Henderson, Nevada. Ronald's prior experience includes time at GEnEOS Wealth Management, Inc. and Western International Securities, Inc. Ronald also has experience at Sentra Securities Corporation and Morgan Stanley DW Inc. Ronald has a broad range of experience in the financial services industry, providing financial advice to individuals, families, and businesses. Ronald is committed to providing clients with personalized service and financial guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NV
04/08/2009 - Present
Capstone Capital Wealth Advisors (HENDERSON NV)
NV
03/07/2007 - 03/22/2007
GENEOS WEALTH MANAGEMENT, INC. (HENDERSON NV)
NV
08/16/2002 - 12/02/2005
WESTERN INTERNATIONAL SECURITIES, INC. (HENDERSON NV)
AZ
02/11/2002 - 08/21/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
09/01/1987 - 02/12/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
03/20/1986 - 09/23/1987
RAUSCHER PIERCE REFSNES, INC.
IA
Issued 07/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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