Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Shield is a financial advisor with Next Financial Group, Inc., a firm with over 17,000 clients and over $3 billion in assets under management. Eric has been in the financial services industry for over 22 years and holds a Series 6, 63 and 65 license. Eric's areas of expertise include financial planning, portfolio management, and pension consulting. Eric provides financial advice to individuals, families, and businesses. He is also a registered investment advisor and a registered representative. In addition to his work with Next Financial Group, Inc., Eric also works as a contractor for Riverside 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
01/02/2008 - Present
Next Financial Group, Inc. (NEW BRAUNFELS TX)
TX
03/01/2007 - 01/04/2008
ROYAL ALLIANCE ASSOCIATES, INC. (AUSTIN TX)
TX
11/02/2001 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (AUSTIN TX)
GA
02/23/2000 - 11/07/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 06/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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