Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlena? Claim Your ProfileMarlena Anderson is a registered investment advisor with Next Financial Group, Inc. Marlena has been in the financial industry since 2012 and holds both Series 63 and Series 66 licenses. Marlena is registered in Texas and has previous experience with Brighthouse Securities, LLC and AIG Capital Services, Inc. Marlena is licensed in several states including Texas, Mississippi, Colorado, Montana, New Mexico, Missouri, Georgia, Wisconsin, Oklahoma and Indiana.
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
10/06/2022 - Present
Next Financial Group, Inc. (BANDERA TX)
NC
02/23/2021 - 10/10/2022
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
TX
02/23/2015 - 04/29/2019
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
06/29/2012 - 10/24/2014
NEXT FINANCIAL GROUP, INC. (BANDERA TX)
BOTH
Issued 09/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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