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Grant Luke Getzoni

Next Financial Group, Inc.

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About Grant Luke Getzoni

Grant Luke Getzoni is a financial advisor with Next Financial Group, Inc. Grant is licensed in New York and has been in the industry since 2005. Grant has a wide range of experience with financial planning, portfolio management, and pension consulting. Grant's specializations include investments, insurance, retirement planning, estate planning, and college savings. Grant also holds the Series 6, Series 63, and SIE licenses.

Firm Information

Grant Getzoni is currently registered with Next Financial Group, Inc.. Next Financial Group, Inc. is a corporation formed in June 1998 and headquartered in Houston, Texas. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. They are registered with the SEC and have a presence in all 50 states, as well as Puerto Rico and the Virgin Islands. Next Financial Group, Inc. manages over $3.5 billion in assets.
Next Financial Group, Inc.

11740 KATY FREEWAY

HOUSTON, TX 77079

$3.52B

Assets Under Management

5,776

Total Clients

348

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Seminar/workshop attendance fees

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Grant Getzoni’s Registration & Firm History

NY

06/25/2020 - Present

Next Financial Group, Inc. (WILLIAMSVILLE NY)

NY

08/10/2005 - 06/24/2020

NATIONWIDE SECURITIES, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

BC

Issued 01/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Grant Luke Getzoni. Review regulatory record here.
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