Ronda M. Davis
Professional summary
Ronda Michelle Davis, who also goes by Ronda Michelle Schooler, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Southfield, Michigan and PLANTE MORAN INSURANCE AGENCY located in Southfield, Michigan.
Ronda is registered as a RR (Registered Representative) and started their career in finance in 2001. Ronda has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Ronda Michelle Davis's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 19, 2003 - Present
VALMARK SECURITIES, INC.
Office #1: 3000 Town Center Suite 100, Southfield, MI 48075November 24, 2003 - Present
PLANTE MORAN INSURANCE AGENCY
Office #1: 3000 Town Center Suite 100, Southfield, MI 48075April 3, 2001 - February 14, 2003
INTERLINK SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/2/2003)
Exams
FINRA
Current Firm
PLANTE MORAN INSURANCE AGENCY
CRD#: 127257 / SEC#: , 8-65976
Contact information
FINRA licenses (4 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| P&M HOLDING GROUP, LLP | OWNER | |
| BARBER, PAMELA JOY | CHIEF FINANCIAL OFFICER, FINOP/PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 5489840 |
| BUCHALSKI, NATHAN SCOTT | BOARD MEMBER | 8131190 |
| DOYLE, DAVID TIMOTHY | CHIEF COMPLIANCE OFFICER | 2552281 |
| GIBSON, STEVEN JAMES | PRESIDENT, PRINCIPAL | 4022300 |
| JINSKY, DAWN REBECCA | DIRECTOR | 5594612 |
| LESSER, JOHN JAMES | BOARD MEMBER | 4454195 |
Red Flags
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