Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bird is a financial advisor with Next Financial Group, Inc. located in Melville, NY. Robert has been in the industry since 2001. Robert is a Certified Financial Planner and has passed Series 7, Series 63, Series 65, and SIE exams. Robert is currently registered to provide investment advice in 12 states including California, Colorado, Florida, Montana, New York, North Carolina, South Carolina, Utah, Vermont, Virginia, and Washington. Prior to joining Next Financial Group, Inc. Robert was a financial advisor at RBC CAPITAL MARKETS, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., UBS FINANCIAL SERVICES INC., and ADVEST, INC.
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
NY
09/09/2022 - Present
Next Financial Group, Inc. (MELVILLE NY)
NY
04/26/2007 - 08/25/2022
RBC CAPITAL MARKETS, LLC (JERICHO NY)
NY
08/31/2006 - 04/24/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)
NY
11/10/2005 - 09/05/2006
UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)
CT
09/26/2003 - 12/08/2005
ADVEST, INC. (HARTFORD CT)
TN
01/06/2003 - 05/08/2003
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
CT
07/19/2000 - 12/18/2002
ADVEST, INC. (HARTFORD CT)
IA
Issued 09/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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