Invested Better
Unclaimed

Unclaimed

Unclaimed

Ronda Michelle Davis

Plante Moran Insurance Agency

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ronda? Claim Your Profile

About Ronda Michelle Davis

Ronda Michelle Davis is a financial professional with over 20 years of experience in the industry. She is currently registered with Plante Moran Insurance Agency and Valmark Securities, Inc. and holds Series 6, Series 63, and SIE licenses. Ronda's expertise includes investment company products, variable contracts, and securities. She is dedicated to providing personalized financial guidance to help clients achieve their financial goals.

Firm Information

Ronda Davis is currently registered with Plante Moran Insurance Agency. Plante Moran Insurance Agency is a Limited Liability Company formed on November 22, 2002. The firm is registered in Colorado, Illinois, Michigan, and Ohio.

Not reported

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ronda Davis’s Registration & Firm History

MI

11/24/2003 - Present

Plante Moran Insurance Agency (SOUTHFIELD MI)

CA

04/03/2001 - 02/14/2003

INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)

Not sure if Ronda Michelle Davis is right for you?

Licenses & Designations

BC

Issued 07/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronda Michelle Davis.
Not sure if Ronda Michelle Davis is right for you?