Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Horace? Claim Your ProfileHorace Lovelace is a financial advisor with Next Financial Group, Inc. Horace has been in the financial services industry since December 21, 2000. Horace is registered with the Securities and Exchange Commission (SEC) and has a Series 66, Series 7 and SIE license. Horace is also a Registered Representative in Texas and has been providing financial advisory services for over 20 years. Horace has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY, and Investment Professionals, Inc. in San Antonio, TX.
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
02/14/2007 - Present
Next Financial Group, Inc. (New Braunfels TX)
TX
04/12/2001 - 02/02/2007
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NY
06/16/2000 - 10/15/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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