Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Dean Segon is an investment advisor representative and registered representative with Next Financial Group, Inc.. Ronald has been in the financial services industry since 2004. He has a strong track record of success in providing financial advice to individuals and businesses, and he is committed to helping clients achieve their financial goals. Ronald has extensive experience in a variety of financial products and services, including investment planning, retirement planning, college savings plans, and insurance. Ronald has a strong understanding of the financial markets and is able to provide clients with personalized financial advice tailored to their individual needs. In addition to his role at Next Financial Group, Inc., Ronald is also the owner of Sierra Ridge Wealth Management. This provides an opportunity to further develop his knowledge of the financial services industry and provide a higher level of service to clients.
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
CA
07/10/2020 - Present
Next Financial Group, Inc. (Roseville CA)
CA
08/30/2013 - 07/09/2020
CALTON & ASSOCIATES, INC. (Fair Oaks CA)
FL
10/13/2006 - 08/30/2013
CALTON & ASSOCIATES, INC. (TAMPA FL)
CA
02/22/2006 - 09/28/2006
EDWARD JONES (ROSEVILLE CA)
CA
04/26/2005 - 12/31/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
CA
06/07/2004 - 03/30/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 07/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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