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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Bullis is an investment advisor representative at Lifeworks Advisors, LLC. Ronald has been in the financial services industry since 2008. Ronald has Series 66, Series 7, and SIE licenses. Ronald has experience with portfolio management for businesses and individuals, financial planning and pension consulting.
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.
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MI
01/01/2025 - Present
Lifeworks Advisors, LLC (GRAND RAPIDS MI)
MI
11/11/2016 - 07/31/2017
MML INVESTORS SERVICES, LLC (Grand Rapids MI)
MI
04/15/2008 - 11/30/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND RAPIDS MI)
BOTH
Issued 06/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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