Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fries is a financial advisor with over 20 years of experience in the industry. He currently works for Next Financial Group, Inc., and Dahring | Cusmano AND Associates. Robert has a broad range of licenses and registrations, including Series 6, 7, 24, 53, 63, and 65. Robert specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Robert provides a variety of services to clients, including financial planning, investment management, and insurance. Robert is committed to providing clients with personalized financial advice and guidance.
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
FL
09/21/2010 - Present
Next Financial Group, Inc. (Naples FL)
OH
01/18/2000 - 04/02/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
Issued 08/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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