Unclaimed
Robert Linhart Hughes is an Investment Advisor Representative with Next Financial Group, Inc., based in Traverse City, MI. Robert has been in the financial services industry since 1985 and has a broad range of experience working with clients in multiple states. Robert is also an agent with Advantage Benefits Group Inc. and is a board member of Friends of West MI PAC, Grand Rapids Gran Fondo, and Michigan Trails Fund. Robert holds Series 6, 63, and 65 licenses and the SIE.
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
MI
01/01/2025 - Present
Next Financial Group, Inc. (Grand Rapids MI)
MI
01/18/1989 - 07/17/2023
PRINCIPAL SECURITIES, INC. (Grand Rapids MI)
NA
03/21/1986 - 01/23/1989
CENTENNIAL FINANCIAL SERVICES, INC.
NA
11/21/1985 - 03/24/1986
MML INVESTORS SERVICES, INC.
IA
Issued 08/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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