Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clint? Claim Your ProfileClint Neff is an investment advisor representative with Fidelity Personal And Workplace Advisors. Clint has been in the financial services industry since 2007. Clint is licensed in 52 states and the District of Columbia. Clint's professional experience includes roles at AXA Advisors, LLC, MSI Financial Services, Inc., MML Investors Services, LLC and Santander Securities LLC. Clint holds the Series 63, 65, 7 and SIE licenses and specializes in investments for individuals, businesses and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/14/2022 - Present
Fidelity Personal AND Workplace Advisors (YORK PA)
PA
01/23/2019 - 06/25/2021
SANTANDER SECURITIES LLC (YORK PA)
PA
01/22/2018 - 02/01/2019
AXA ADVISORS, LLC (LANCASTER PA)
MA
03/25/2017 - 12/21/2017
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
12/13/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
PA
06/25/2007 - 12/03/2007
THRIVENT INVESTMENT MANAGEMENT INC. (YORK PA)
BC
Issued 08/22/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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