Unclaimed
Ronit Malka Walny is a financial professional with over 13 years of experience in the industry. Ronit has a broad range of experience, having worked for firms such as AllianceBernstein Investments, Inc., Neuberger Berman BD LLC, PIMCO Investments LLC, Allianz Global Investors Distributors LLC, Kellogg Capital Markets, LLC and Macro Financial, LLC. Ronit currently holds a Series 3, Series 7, Series 55 and Series 63 license and is a registered representative with Northern Trust Securities, Inc. Ronit specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. Ronit offers a range of services, including portfolio management, selection of other advisors, and portfolio management for businesses.
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.
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.
1
2
IL
04/11/2024 - Present
Northern Trust Securities, Inc. (CHICAGO IL)
TN
12/16/2019 - 03/03/2023
ALLIANCEBERNSTEIN INVESTMENTS, INC. (Nashville TN)
IL
01/25/2016 - 11/27/2018
NEUBERGER BERMAN BD LLC (CHICAGO IL)
CA
02/14/2011 - 01/15/2016
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
CA
07/01/2010 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
NY
02/09/2009 - 02/12/2010
KELLOGG CAPITAL MARKETS, LLC (NEW YORK NY)
NJ
10/03/2007 - 12/24/2008
MACRO FINANCIAL, LLC (MORRISTOWN NJ)
BC
Issued 07/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/01/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ronit Walny is the right advisor for you? Invested Better is here to help.