Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronnie? Claim Your ProfileRonnie Ray Sanchez is a financial advisor with over 20 years of experience in the financial services industry. Ronnie is currently registered with LPL Financial LLC, and is licensed to provide investment advice in multiple states. Before joining LPL Financial LLC, Ronnie was registered with Lucia Securities, LLC, TD Waterhouse Investor Services, Inc., H&R Block Financial Advisors, Inc., and Stockton Equities Group. Ronnie has a broad range of experience in financial planning, portfolio management and investment services.
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.
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CA
09/01/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
04/11/2012 - 10/05/2020
LUCIA SECURITIES, LLC (SAN DIEGO CA)
NE
10/04/2002 - 02/22/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MI
11/09/2001 - 05/07/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NE
09/22/2000 - 06/01/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CA
12/21/1999 - 08/29/2000
STOCKTON EQUITIES GROUP (SAN DIEGO CA)
BOTH
Issued 05/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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