Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bevin? Claim Your ProfileBevin Nealon has been in the financial industry for over 20 years and is currently registered with Wells Fargo Clearing Services, LLC. Bevin's experience includes time at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Salomon Smith Barney Inc. Bevin has held various roles throughout her career, including Financial Advisor and Portfolio Manager. Bevin is a registered representative with FINRA and a registered investment advisor with the state of Connecticut.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
03/24/2017 - Present
Wells Fargo Clearing Services, LLC (WESTPORT CT)
CT
10/23/2002 - 03/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)
NY
09/30/1997 - 11/08/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bevin Nealon is the right advisor for you? Invested Better is here to help.
