Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Cadena is a financial advisor with Next Financial Group, Inc. Ricardo has been in the financial services industry for over 6 years. Ricardo is a registered representative of Next Financial Group, Inc. and is licensed in Oklahoma, Texas, Virginia, and Washington. Ricardo offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Ricardo's practice focuses on serving high net worth individuals, charitable organizations, and corporations or other businesses. Ricardo is dedicated to providing his clients with personalized financial advice that helps them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
12/10/2021 - Present
Next Financial Group, Inc. (Dallas TX)
TX
01/21/2016 - 12/02/2021
EDWARD JONES (IRVING TX)
BOTH
Issued 03/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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