Unclaimed
Ronald Todd Sunday is a financial advisor with Charles Schwab & Co., Inc. Ronald has been in the securities industry since 1988. Ronald holds the following licenses: Series 6, 7, 8, 9, 10, 55, 57TO, and 63. Ronald is registered to conduct business in 52 states. In addition to being registered with Charles Schwab & Co., Inc., Ronald was previously employed by R.B. MARICH, INC. and Lutheran Brotherhood Securities Corp. Ronald has a broad range of experience in the financial services industry.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
06/10/1992 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NA
01/14/1988 - 10/17/1990
R.B. MARICH, INC.
MN
08/25/1986 - 02/01/1988
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 06/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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