Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Mitchell Neeley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Oklahoma City, Oklahoma. Bobby has been in the financial industry since 1986 and has worked with a number of firms. He has a broad range of experience, including investment advisory, financial planning, and insurance. Bobby holds the Series 6, 7, 24, 26, 63 and 65 licenses. Bobby is a Chartered Financial Consultant.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
10/17/2016 - Present
Raymond James Financial Services Advisors, Inc. (OKLAHOMA CITY OK)
OK
10/16/1997 - 09/01/2016
LASALLE ST SECURITIES, L.L.C. (OKLAHOMA CITY OK)
NY
09/02/1997 - 10/16/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
IA
02/12/1996 - 08/19/1997
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
CA
06/06/1990 - 02/23/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
11/25/1986 - 05/29/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/12/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bobby Neeley is the right advisor for you? Invested Better is here to help.
