Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Echo? Claim Your ProfileEcho McNeill is a financial advisor with Osaic Wealth, Inc. and is registered with the state of Florida. Echo has been in the industry since December 8, 2003. Echo specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Echo has been employed with Osaic Wealth, Inc. since September 1, 2023. Echo has previously worked for Securities America, Inc., Sagepoint Financial, Inc., and UBS Financial Services Inc. Echo is currently licensed as a Registered Representative (Series 7), Registered Investment Advisor Representative (Series 66), and holds the Securities Industry Essentials Examination (SIE). Echo also has experience in event and concert photography through their sole proprietorship, Two Point View Media.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
06/27/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
06/27/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NJ
09/05/2003 - 03/23/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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