Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margery? Claim Your ProfileMargery Anne Neis is a financial advisor and Certified Financial Planner who has been in the financial services industry since 2017. Margery is currently registered with RWA Wealth Partners, LLC in both Texas and Massachusetts. Margery previously worked with Polaris Wealth Advisory Group in San Rafael, CA. Margery specializes in portfolio management for individuals and businesses. Margery also provides financial planning, estate planning and tax return preparation services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
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MA
11/03/2023 - Present
RWA Wealth Partners (NEWTON MA)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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