Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Sidney Neville is a financial professional with over 20 years of experience in the industry. John has held various roles at prominent firms, including United Planners' Financial Services of America and National Planning Corporation. John currently works with both United Planners' Financial Services of America and Proxy Freedom, providing financial advice to clients with a variety of needs. John's expertise includes financial planning, portfolio management, and pension consulting. John is dedicated to helping individuals and families achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
CA
08/04/2022 - Present
United Planners' Financial Services OF America A Limited Partner (WALNUT CREEK CA)
CA
07/06/2017 - 09/24/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (EMERYVILLE CA)
CA
05/16/2013 - 04/11/2017
NATIONAL PLANNING CORPORATION (WALNUT CREEK CA)
CA
08/07/2009 - 01/16/2013
NATIONAL PLANNING CORPORATION (SAN RAMON CA)
CA
07/24/1998 - 11/18/2008
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 01/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Neville is the right advisor for you? Invested Better is here to help.
