Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Cheong ming Shih is an investment advisor representative at Highpoint Planning Partners. Ronald has been in the industry since 1985 and has worked for a number of firms, including New England Securities, Lincoln Financial Advisors Corporation, and The O.N. Equity Sales Company. Ronald is registered in several states, including California, Florida, Illinois, Indiana, Massachusetts, Michigan, Ohio, and Wisconsin. Ronald offers investment advisory services through Highpoint Advisor Group, LLC, an independent investment advisor firm.
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.
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.
1
2
IL
11/16/2021 - Present
Highpoint Planning Partners (CHICAGO IL)
IL
02/19/2004 - 05/21/2014
NEW ENGLAND SECURITIES (CHICAGO IL)
IN
07/23/1999 - 02/27/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
OH
03/24/1997 - 07/26/1999
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
10/30/1986 - 03/24/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
10/11/1985 - 11/03/1986
NEW ENGLAND SECURITIES CORPORATION
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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