Unclaimed
Ronald Lanyi is a financial professional with over 20 years of experience in the industry. Ronald has a strong background in the investment industry, holding licenses for Series 6, 7, 9, 10, and 63. Ronald is currently registered with Northwestern Mutual Investment Services, LLC and has been affiliated with the firm since 2001. Prior to Northwestern Mutual Investment Services, LLC Ronald worked at ROBERT W. BAIRD & CO. INCORPORATED in Milwaukee, Wisconsin. Ronald is licensed in several states including Florida, New Jersey, New York, North Carolina, and Pennsylvania.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
PA
12/11/2001 - Present
Northwestern Mutual Investment Services, LLC (Yardley PA)
WI
12/11/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 09/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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