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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrianna? Claim Your ProfileAdrianna Dunn is a financial advisor with Next Financial Group, Inc. Adrianna is located in Houston, Texas. Adrianna has been in the industry since September 26, 2022. Adrianna specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Adrianna is registered in Texas and has passed the Series 63, Series 7TO and SIE exams. Prior to joining Next Financial Group, Inc. Adrianna worked for EDWARD JONES and FIDELITY BROKERAGE SERVICES LLC.
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
09/13/2023 - Present
Next Financial Group, Inc. (HOUSTON TX)
MO
12/14/2022 - 03/29/2023
EDWARD JONES (ST. LOUIS MO)
CO
10/21/2021 - 06/22/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 10/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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