Unclaimed
Hamilton Parrish Neal is a financial advisor registered with Raymond James & Associates, Inc. Hamilton has been in the securities industry since 2000. Hamilton has a Series 7 and Series 66 license. Hamilton has been a financial advisor at Wells Fargo Advisors, Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., Wachovia Securities, LLC and UBS PaineWebber Inc. Hamilton has been involved in the financial industry for over 20 years. Hamilton is registered to provide investment advice in 27 states. Hamilton has worked at Raymond James & Associates, Inc. since 2016. Hamilton provides financial planning and investment advice to individuals, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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
FL
01/20/2017 - Present
Raymond James & Associates, Inc. (PONTE VEDRA BEACH FL)
FL
01/04/2010 - 12/05/2016
WELLS FARGO ADVISORS (JACKSONVILLE FL)
FL
02/13/2007 - 01/04/2010
MORGAN KEEGAN & COMPANY, INC. (JACKSONVILLE FL)
FL
11/03/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
MO
12/20/2002 - 10/10/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
05/15/2000 - 12/20/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 06/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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