Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Peters is a financial advisor with over 30 years of experience. Michael is currently registered with Next Financial Group, Inc. in New Braunfels, Texas. Michael has a Series 6, 63, 26 and 65 license, as well as the SIE exam. Michael has previously worked at UNITED SECURITIES ALLIANCE, INC., WMA SECURITIES, INC., INTERSECURITIES, INC. and FIRST AMERICAN NATIONAL SECURITIES, INC. Michael provides investment advice and financial planning services.
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
07/21/2006 - Present
Next Financial Group, Inc. (NEW BRAUNFELS TX)
TX
11/08/2001 - 07/25/2006
UNITED SECURITIES ALLIANCE, INC. (AUSTIN TX)
GA
06/06/1994 - 11/16/2001
WMA SECURITIES, INC. (DULUTH GA)
FL
06/25/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
02/26/1987 - 06/11/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 06/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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