Unclaimed
Ronald Leblanc is an investment advisor representative with Sapient Capital LLC. Ronald has been in the industry for over 25 years and has held licenses in multiple states. Ronald has a strong background in financial planning, portfolio management and selection of other advisors. Ronald has expertise working with high-net-worth individuals, corporations and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IN
03/23/2023 - Present
Sapient Capital LLC (INDIANAPOLIS IN)
IN
03/30/2021 - 03/17/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
MI
02/01/2021 - 04/09/2021
LPL FINANCIAL LLC (NORTHVILLE MI)
MI
01/27/2020 - 02/22/2021
WWK INVESTMENTS, INC. (NORTHVILLE MI)
TX
12/21/1999 - 04/17/2018
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
NJ
12/10/1996 - 11/10/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 02/29/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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