Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Parra is an investment advisor representative at Next Financial Group, Inc. located in Phoenix, Arizona. Anthony has been in the industry since 2011 and is registered with both the state of Arizona and FINRA. He has passed the Series 66, Series 7, and SIE exams. Anthony also works as an agent for Westmark Wealth Management, where he provides life and long-term disability insurance services in addition to his investment advisory work. Anthony focuses on helping individuals, families, and businesses reach their financial goals.
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
AZ
06/10/2013 - Present
Next Financial Group, Inc. (PHOENIX AZ)
AZ
11/05/2011 - 05/22/2013
CRI SECURITIES, LLC (PHOENIX AZ)
AZ
11/05/2011 - 05/22/2013
SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)
BOTH
Issued 01/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Parra is the right advisor for you? Invested Better is here to help.
