Unclaimed
Ronan Dunne Figueroa is an Investment Advisor Representative associated with Seaside Wealth Management, Inc. based in Carlsbad, CA. Ronan holds a Series 65 license and has been in the industry since 2023. Ronan is also a Founder of Tutuledge.com, a tutoring company.
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.
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.
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CA
04/25/2024 - Present
Seaside Wealth Management, Inc. (CARLSBAD CA)
IA
Issued 04/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2023
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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