Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Edgecombe is a financial professional with over 35 years of experience in the industry. Robert is currently registered with Next Financial Group, Inc., a firm based in Houston, Texas. Robert has been with Next Financial Group, Inc. since 2014. Prior to that, Robert was with H. BECK, INC. in New Orleans, Louisiana from 2008 to 2014.
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
MS
01/18/2022 - Present
Next Financial Group, Inc. (Pass Christian MS)
LA
09/03/2008 - 09/12/2014
H. BECK, INC. (NEW ORLEANS LA)
LA
08/07/2006 - 09/10/2008
GUNNALLEN FINANCIAL, INC (NEW ORLEANS LA)
LA
07/16/2001 - 08/09/2006
SII INVESTMENTS, INC. (NEW ORLEANS LA)
NY
02/26/1987 - 06/06/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/25/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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