Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Neely is a registered representative with UBS Financial Services Inc., with over two years of experience in the industry. Christopher holds the Series 99TO (Operations Professional Examination) and Series SIE (Securities Industry Essentials Examination) licenses. Christopher is located in Weehawken, NJ and is currently affiliated with the branch office in Weehawken, NJ. The firm focuses on providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
05/23/2020 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
BC
Issued 05/23/2020
Series 99TO - Operations Professional Examination
BC
Issued 05/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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