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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronicka? Claim Your ProfileRonicka Augusta Sanchez is a financial advisor at Wells Fargo Clearing Services, LLC. Ronicka has been in the financial services industry for over 15 years and has a broad range of experience in helping clients achieve their financial goals. Ronicka holds Series 6, 7, 63, and 65 licenses, and the SIE exam. Ronicka has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and guidance.
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.
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.
Investment consulting services to institutional clients
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
PA
06/02/2014 - Present
Wells Fargo Clearing Services, LLC (PHILADELPHIA PA)
PA
11/29/2007 - 11/05/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
03/28/2006 - 10/23/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (PHILADELPHIA PA)
RI
03/17/2004 - 01/03/2005
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
CA
12/09/2002 - 07/15/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
KY
06/01/2002 - 12/05/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
06/26/2000 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
BC
Issued 06/11/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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