Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Lroy Levenson is a financial advisor at LPL Financial LLC, where he has been employed since September 2009. Ronald has been in the financial services industry since March 29, 1972 and holds several licenses and certifications, including Series 7, Series 63, Series 24 and Series 40. Ronald offers a wide range of financial services, including portfolio management, financial planning, and educational seminars. He has a strong track record of success and is committed to providing personalized service to help his clients 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.
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.
1
2
CA
09/08/2009 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
04/25/1984 - 09/08/2009
ASSOCIATED SECURITIES CORP. (PLAYA DEL REY CA)
NA
08/03/1978 - 04/25/1984
TITAN CAPITAL CORPORATION
NA
03/15/1977 - 08/10/1978
INVESTOGENIC SERVICES, INC.
NA
09/13/1976 - 05/01/1977
CHRISTIAN FINANCIAL PLANNING CO.
NA
01/28/1974 - 10/20/1976
INTERNATIONAL SECURITIES CORP.
NA
03/30/1972 - 04/11/1974
SYSTECH REAL ESTATE SECURITIES CORPORATION
NA
06/01/1973 - 03/04/1974
FIVE/THREE SECURITIES CORPORATION
BC
Issued 02/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/11/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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