Next Financial Group, Inc
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About this Advisor
Michael Calisi is a certified financial planner and chartered financial consultant who lives in Phoenix, Arizona. Currently an investment advisor at Next Financial Group, Inc, they have accumulated 10 years of work experience. Calisi maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Calisi can operate based out of Arizona. Calisi has worked their career at Next Financial Group, Inc. Next Financial Group, Inc is based out of Phoenix, Arizona, and has 317 brick-and-mortar locations in the country. As an advisor firm, Next Financial Group, Inc oversees $2 billion in assets covering 11,352 accounts and retains more than 457 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 9,860 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. 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 11 years of experience.
Next Financial Group Inc
Michael Calisi has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Next Financial Group, Inc
East Longmeadow, MA