Unclaimed
Robert Miers has been in the financial industry for over 37 years. Robert is a registered representative with Next Financial Group, Inc. Robert works with a variety of clients, including individuals, businesses, and charities. Robert provides a range of financial services, including financial planning, investment management, and retirement planning. Robert's clients appreciate his personalized approach and his commitment to helping them achieve their financial goals.
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
03/24/2023 - Present
Next Financial Group, Inc. (HOUSTON TX)
TX
03/01/2011 - 03/24/2023
COMMONWEALTH FINANCIAL NETWORK (ABILENE TX)
TX
01/10/1995 - 03/07/2011
FIRST ALLIED SECURITIES, INC. (ABILENE TX)
CA
02/24/1993 - 08/29/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NA
12/15/1994 - 01/06/1995
FIRST ALLIED SECURITIES, INC.
MO
01/23/1989 - 02/27/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TX
02/27/1986 - 01/25/1989
EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
NA
03/23/1984 - 01/22/1986
THOMSON MCKINNON SECURITIES INC.
NA
03/22/1984 - 02/12/1985
SCHNEIDER, BERNET & HICKMAN, INC.
BOTH
Issued 11/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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