Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avery? Claim Your ProfileAvery Vanechanos is a registered representative with Next Financial Group, Inc. and is currently licensed in Texas as an investment advisor representative. Avery has been active in the securities industry for over 2 years, holds licenses for Series 7, Series 63, Series 66, and Series 82TO and is a specialist in financial planning, pension consulting, educational seminars, and portfolio management. Avery has prior experience at IOI CAPITAL AND MARKETS, LLC and SI SECURITIES, 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
06/04/2024 - Present
Next Financial Group, Inc. (HOUSTON TX)
TX
10/10/2022 - 02/14/2024
IOI CAPITAL AND MARKETS, LLC (HOUSTON TX)
MA
02/07/2022 - 10/01/2022
SI SECURITIES, LLC (BOSTON MA)
TX
12/18/2021 - 01/12/2022
MICROVENTURE MARKETPLACE INC. (AUSTIN TX)
BOTH
Issued 06/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 12/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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