Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Hunter is an investment advisor representative who has been active in the industry since 2004. Terri works for Next Financial Group, Inc., where she is registered as a Registered Representative. Terri is also registered as an Investment Advisor Representative in the state of Texas. In addition to her securities registrations, Terri also holds licenses to sell insurance products. Terri's expertise includes providing financial planning, portfolio management for individuals and businesses, and pension consulting. Terri is dedicated to helping clients 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
09/17/2004 - Present
Next Financial Group, Inc. (Horseshoe Bay TX)
IA
Issued 09/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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