Unclaimed
Jeffrey Kent Neal is a financial professional with over 25 years of experience in the industry. Jeffrey is currently registered with J.w. Cole Financial, Inc., a firm based in Bedford, Indiana. Prior to joining J.w. Cole Financial, Inc., Jeffrey was employed by Parkland Securities, LLC, and Lincoln Financial Securities Corporation. Jeffrey holds Series 6 and 63 licenses.
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.
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.
1
2
IN
12/01/2015 - Present
J.w. Cole Financial, Inc. (Bedford IN)
IN
03/04/2010 - 12/01/2015
PARKLAND SECURITIES, LLC (BEDFORD IN)
IN
10/02/2006 - 03/12/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (BEDFORD IN)
IN
07/12/1994 - 10/04/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (BEDFORD IN)
BC
Issued 07/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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