Unclaimed
Ronald Saline is an investment advisor representative with Fisher Investments. Ronald has been in the industry for over 16 years. Ronald is registered in Michigan and Texas. Ronald holds the Series 6, Series 63, Series 26, Series 51, and SIE licenses. Ronald specializes in Portfolio Management for individuals, businesses, and investment companies. Ronald also provides financial planning 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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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MI
09/18/2023 - Present
Fisher Investments (PORTAGE MI)
FL
08/29/2006 - 06/30/2016
ALLSTATE FINANCIAL SERVICES, LLC (Cape Coral FL)
IA
Issued 06/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/14/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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