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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Jason Payne is a financial advisor with Next Financial Group, Inc. Ronald has been in the financial industry since 1999. Ronald holds Series 7, 63, 24 and SIE licenses, and is registered with FINRA and the states of Arizona, Connecticut, Florida, Georgia, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee and Texas. Ronald is also a Registered Investment Advisor with South Carolina and Texas. Ronald specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
05/31/2022 - Present
Next Financial Group, Inc. (HOUSTON TX)
SC
06/20/2014 - 12/07/2018
VOYA FINANCIAL ADVISORS, INC. (Greenville SC)
SC
09/21/2010 - 06/20/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENVILLE SC)
SC
09/06/2006 - 09/22/2010
UVEST FINANCIAL SERVICES GROUP, INC. (GREENVILLE SC)
NC
11/29/2005 - 08/30/2006
FIRST CITIZENS INVESTOR SERVICES, INC. (HIGH POINT NC)
GA
01/03/2005 - 11/25/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
07/13/2000 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
11/24/1999 - 07/03/2000
DLJDIRECT INC. (JERSEY CITY NJ)
IA
Issued 11/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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