Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thierry? Claim Your ProfileThierry Sommer is a financial professional with over 26 years of experience in the industry. Thierry is registered with the state of Tennessee and holds licenses including Series 7, Series 24 and Series 65. Thierry specializes in providing investment advice to individuals, families, and businesses. Thierry's firm, Next Financial Group, Inc., has a strong focus on financial planning, portfolio management, and pension consulting.
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
TN
07/30/2007 - Present
Next Financial Group, Inc. (KNOXVILLE TN)
TN
06/13/2003 - 02/02/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (KNOXVILLE TN)
MO
12/03/1996 - 06/16/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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