Ronaldo SantosCRD Number: 4569993
Current Firm: Msi Financial Services, Inc.
Ronaldo Santos (CRD# 4569993) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Rancho Cucamonga, CA and has over 14 years of experience in the finance industry.
Eclectic Associates, Inc.
Commonwealth Financial Network
|Metropolitan Life Insurance Company||Scottsdale, AZ||Feb 2005 - Current||12|
|Metlife Securities Inc.||Scottsdale, AZ||Feb 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV