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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiere? Claim Your ProfileKiere Neulander is a financial advisor registered with LPL Financial LLC. Kiere has been in the financial industry since 2010 and has a background with Cetera Investment Services LLC and HSBC Securities (USA) INC. Kiere holds the Series 7, Series 6, Series 63 and SIE licenses. Kiere also has the Certified Financial Planner designation. Kiere currently works with individual clients, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses. Kiere offers financial planning, portfolio management, and consulting services. Kiere is registered with the state of New York and other states, including California, Connecticut, Delaware, Florida, Indiana, Maryland, Massachusetts, New Jersey, Rhode Island, South Carolina, Vermont and Virginia.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (MALTA NY)
NY
02/04/2015 - 02/02/2016
CETERA INVESTMENT SERVICES LLC (Malta NY)
NY
02/01/2013 - 01/28/2015
LPL FINANCIAL LLC (WILTON NY)
NY
07/07/2009 - 05/15/2012
HSBC SECURITIES (USA) INC. (SARATOGA SPRINGS NY)
BC
Issued 08/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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