Next Financial Group, Inc
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About this Advisor
Michael Calisi is a certified financial planner and chartered financial consultant in Tempe, Arizona. Currently a registered financial advisor at Next Financial Group, Inc, they have gathered 12 years of professional experience as a financial advisor. Calisi has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Calisi is able to work with investors in Arizona. Over the course of their career, they have held roles at Gunnallen Financial, Inc, Unified Financial Services, Unified Wealth Management, LLC and Next Financial Group Inc. Next Financial Group, Inc is based out of Tempe, Arizona, and operates out of 354 other brick-and-mortar locations across the United States. As a registered advisory firm, Next Financial Group, Inc oversees $2 billion in assets across 10,783 client accounts and employs more than 495 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 8,229 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Next Financial Group, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Next Financial Group, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Michael Calisi Work History
Michael has 12 years of experience.
Next Financial Group Inc
Unified Wealth Management, LLC
Gunnallen Financial, Inc
Unified Financial Services
Michael Calisi has no disclosures.
Please visit their SEC profile for more details.
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