Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Calisi is a financial advisor with Next Financial Group, Inc. Michael has over 17 years of experience in the financial services industry. Michael is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Michael's areas of expertise include financial planning, portfolio management, and retirement planning. Michael specializes in serving individuals, businesses, and charitable organizations. Michael is registered with the Securities and Exchange Commission (SEC) and is also registered with the state of Texas. In addition to his financial advisory services, Michael also provides insurance services through his own firm, Calisi Financial.
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
AZ
12/21/2023 - Present
Next Financial Group, Inc. (SCOTTSDALE AZ)
AZ
10/04/2006 - 10/15/2009
GUNNALLEN FINANCIAL, INC (SCOTTSDALE AZ)
BOTH
Issued 10/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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