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Ronald Allan Bilecki

FINANCIAL DESIGNS CORPORATION·CLAREMONT, California
Clean recordFINANCIAL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ronald Allan Bilecki is a registered financial advisor based in CLAREMONT, California, affiliated with FINANCIAL DESIGNS CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL DESIGNS CORPORATION
FINANCIAL DESIGNS CORPORATION
AUM
$396M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 803553
Firm CRD# 14829
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald Allan Bilecki offer?
Ronald Allan Bilecki specializes in Financial Planning, Investment Management. Contact their office in CLAREMONT, California for a consultation.
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, working with FINANCIAL DESIGNS CORPORATION. Their office serves clients in the CLAREMONT metropolitan area and surrounding communities.
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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