Unclaimed
David Earl Parker is a financial advisor who has been in the industry since 1995. He currently works for Next Financial Group, Inc. in Fort Myers, FL. Parker has experience in various financial services, including investments, insurance, and accounting. He has a Series 6, Series 63, and SIE license. His firm offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
FL
03/19/2010 - Present
Next Financial Group, Inc. (Fort Myers FL)
FL
08/30/2002 - 10/11/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
02/05/1998 - 09/05/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
CA
01/29/1997 - 02/04/1998
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
TX
08/04/1995 - 12/31/1996
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BC
Issued 08/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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