Unclaimed
Letitia Cordell is a registered representative with Next Financial Group, Inc. Letitia has been in the financial industry since 1993. Letitia is licensed in 12 states including Pennsylvania, Texas, Florida, and Virginia. Letitia holds the Series 6, 62, 63, and 65 licenses. Letitia also offers life insurance and has been with Next Financial Group, Inc. since 1999. Letitia is based in Carrolltown, PA and is available to meet with clients in person or virtually.
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
PA
12/22/2023 - Present
Next Financial Group, Inc. (CARROLLTOWN PA)
GA
04/19/1993 - 08/19/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 04/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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