Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Merrill Etzler is a financial professional with over 47 years of experience in the securities industry. Ronald has been registered with the Securities and Exchange Commission (SEC) since 1973 and is currently registered with Next Financial Group, Inc. His practice is located in RED BLUFF, CA. Ronald also holds licenses in multiple states, including Arizona, California, Florida, Hawaii, Idaho, Oregon and Washington. Ronald provides a variety of financial services to his clients, including financial planning, portfolio management, pension consulting and educational seminars. Ronald is a registered representative with FINRA and a registered investment advisor with the SEC.
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
06/27/2005 - Present
Next Financial Group, Inc. (RED BLUFF CA)
NY
10/29/1982 - 03/02/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
01/17/1973 - 11/27/1979
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
IA
Issued 06/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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