Unclaimed
Mcneal Neeley is a financial advisor with PFS Investments Inc., a company that specializes in portfolio management for individuals. Mcneal Neeley has been in the financial industry since 1995, and has a deep understanding of the investment market. Mcneal Neeley holds several professional licenses, including Series 6, 26, and 63. Mcneal Neeley is also registered to conduct business in 13 states, including Texas, California, and Florida.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/15/1995 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 01/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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