Unclaimed
Ronald Dale Sigler is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Ronald has been in the financial industry since September 12, 1999. Ronald has a wide range of experience and specializes in several areas including retirement planning, college savings, estate planning, insurance and more.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OK
08/15/2011 - Present
Cambridge Investment Research Advisors, Inc. (Tulsa OK)
OK
01/23/2009 - 08/15/2011
SECURITIES AMERICA, INC. (TULSA OK)
OK
07/14/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (TULSA OK)
OK
09/13/1999 - 07/20/2006
EDWARD JONES (TULSA OK)
BOTH
Issued 01/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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