Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Victor Giere is a registered investment advisor representative with Next Financial Group, Inc. Todd has been in the financial industry since 1996. Todd has the Series 63, 65, and 7 licenses. Todd is registered in 29 states. Todd also has the SIE license. Todd's firm, Next Financial Group, Inc. provides advisory services to individuals, businesses, corporations, and charitable organizations. Next Financial Group, Inc. specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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
MN
03/27/2012 - Present
Next Financial Group, Inc. (OAKDALE MN)
GA
07/09/1996 - 12/31/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 05/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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