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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Martin Ivanick is an investment advisor representative with LPL Financial LLC. Ronald has been in the financial services industry since February 1999, with previous experience at Crown Capital Securities, LP and Royal Alliance Associates, Inc. Ronald is licensed to provide investment advice in multiple states. Ronald specializes in providing financial planning, investment management, and consulting services for individuals and families, as well as businesses and charitable organizations.
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
WA
05/01/2024 - Present
LPL Financial LLC (WENATCHEE WA)
WA
07/01/2005 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (WENATCHEE WA)
AZ
04/26/2002 - 07/06/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
KS
02/11/1999 - 04/30/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 06/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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