Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Lungwitz is a financial professional with over 40 years of experience in the industry. He is currently a Registered Representative with Cambridge Investment Research Advisors, Inc. and has been with the firm since August 2024. Prior to that, Ronald was a Registered Representative with The O.N. Equity Sales Company from April 1998 to August 2024. Ronald's areas of specialization include retirement planning, investment management, and insurance. He holds the Series 7, 24, 63, 66, and SIE licenses. Ronald is dedicated to providing personalized financial advice 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.
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
MO
08/01/2024 - Present
Cambridge Investment Research Advisors, Inc. (Cape Girardeau MO)
MO
04/09/1998 - 08/01/2024
THE O.N. EQUITY SALES COMPANY (CAPE GIRARDEAU MO)
TX
08/08/1979 - 05/04/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
12/09/1986 - 11/18/1987
I.M. SIMON & CO., INC.
BOTH
Issued 09/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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