Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Duey is a financial advisor with Next Financial Group, Inc. based in Henderson, TX. Adam has been in the financial services industry for over 23 years. Adam's professional designations include Certified Financial Planner and Chartered Financial Consultant. Adam has a diverse background in financial services and brings a wealth of experience to his clients. Adam holds multiple FINRA licenses and is registered with the Securities and Exchange Commission as an investment advisor representative. Adam is committed to providing personalized financial guidance to his 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
TX
04/02/2008 - Present
Next Financial Group, Inc. (HENDERSON TX)
TX
09/22/1999 - 04/04/2008
CRI SECURITIES, LLC (DALLAS TX)
TX
09/22/1999 - 04/04/2008
SECURIAN FINANCIAL SERVICES, INC. (DALLAS TX)
BOTH
Issued 10/05/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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