Unclaimed Profile

Ronald Allan Bilecki

FINANCIAL DESIGNS CORPORATION·CLAREMONT, California

Series 1, Series 24, Series 39, Series 63, Series 65Clean record18 years registeredFINANCIAL DESIGNS CORPORATION

540 W. BASELINE RD, CLAREMONT, CA 91711-5805CRD# 803553Firm CRD# 14829

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ronald Allan Bilecki · CLAREMONT, CA

Registration

CRD #803553 · FINANCIAL DESIGNS CORPORATION · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL DESIGNS CORPORATION

FINANCIAL DESIGNS CORPORATION

Jun 2008 – Feb 2017

CLAREMONT, CA

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 39

Series 63

Series 65

Registration record

First registered · June 11, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL DESIGNS CORPORATION

CRD 14829 · SEC 801-49374

AUM

$396M

Regulatory assets under management

Employees

1,334 client accounts

Services offered by FINANCIAL DESIGNS CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL DESIGNS CORPORATION →

Introduction

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Frequently Asked Questions

What services does Ronald Allan Bilecki offer?

Ronald Allan Bilecki specializes in Financial Planning, Investment Management.

What are Ronald Allan Bilecki's credentials?

Ronald Allan Bilecki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Allan Bilecki located?

Ronald Allan Bilecki is based in CLAREMONT, California, last registered with FINANCIAL DESIGNS CORPORATION.

How does Ronald Allan Bilecki charge for services?

Ronald Allan Bilecki's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL DESIGNS CORPORATION?

FINANCIAL DESIGNS CORPORATION has approximately 6 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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