Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace Gerald Hicks is a registered investment advisor representative with Next Financial Group, Inc. Wallace has over 20 years of experience in the financial services industry. Wallace is registered to provide investment advice in 8 states, including Idaho, California, Arizona, and Oregon. Wallace has a strong track record of providing financial planning services to individuals, businesses, and charitable organizations. Wallace previously worked for Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Linsco/Private Ledger Corp. Wallace has a strong understanding of the financial markets and a commitment to providing clients with personalized advice.
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
ID
04/11/2007 - Present
Next Financial Group, Inc. (POCATELLO ID)
NY
01/11/2001 - 12/21/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
IN
04/27/1998 - 01/17/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/27/1998 - 01/17/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
SC
05/01/1997 - 04/02/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
09/09/1996 - 05/13/1997
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
IA
Issued 06/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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