Unclaimed
Ronny Inniger is a financial advisor with Independent Financial Group, LLC. Ronny has been in the financial services industry since 2006 and holds Series 7, Series 24 and Series 66 licenses. Ronny is a registered investment advisor in California. Ronny specializes in helping individuals, families, and businesses reach their financial goals. Ronny provides financial planning, investment management, and retirement planning services.
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.
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.
1
2
CA
03/15/2024 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
05/11/2020 - 03/18/2024
U.S. BANCORP INVESTMENTS, INC. (SAN DIEGO CA)
NE
03/16/2018 - 01/07/2020
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
07/21/2014 - 02/28/2018
BANCWEST INVESTMENT SERVICES, INC. (EL CAJON CA)
CA
07/02/2012 - 06/26/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN DIEGO CA)
CA
03/12/2010 - 09/20/2010
CITIGROUP GLOBAL MARKETS INC. (ENCINITAS CA)
CA
02/27/2009 - 10/08/2009
WADDELL & REED, INC. (SAN DIEGO CA)
CA
04/05/2006 - 03/17/2009
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
07/28/2005 - 04/05/2006
PIPER JAFFRAY & CO. (LAJOLLA CA)
BOTH
Issued 10/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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