linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kaitlin Marie Eberhart

Next Financial Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your Profile

About Kaitlin Marie Eberhart

Kaitlin Eberhart is a financial advisor with Next Financial Group, Inc. based in Altoona, PA. Kaitlin Eberhart has 15 years of experience in the financial services industry. Kaitlin Eberhart is registered with FINRA and the state of Pennsylvania. Kaitlin Eberhart offers a range of services, including financial planning, portfolio management, and retirement planning. Kaitlin Eberhart has a proven track record of success in helping clients reach their financial goals.

Firm Information

Kaitlin Eberhart 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Seminar/workshop attendance fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kaitlin Eberhart’s Registration & Firm History

PA

04/02/2012 - Present

Next Financial Group, Inc. (ALTOONA PA)

Not sure if Kaitlin Marie Eberhart is right for you?

Licenses & Designations

BOTH

Issued 03/30/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaitlin Marie Eberhart.
Not sure if Kaitlin Marie Eberhart is right for you?