Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mcneill? Claim Your ProfileMcneill Wester is a financial advisor at Raymond James & Associates, Inc. Mcneill has been in the financial industry since February 16, 2010. Mcneill is licensed to provide financial services in North Carolina. Mcneill has a wide range of experience in the financial services industry, having previously worked for Fifth Third Securities, Inc., Bridge Capital Associates, Inc., FENNEBRESQUE & CO., LLC and MCCOLL PARTNERS, LLC.
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.
Please see note in schedule d - miscellaneous
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
FL
03/20/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NC
08/01/2018 - 03/27/2023
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
NC
07/31/2014 - 02/22/2018
BRIDGE CAPITAL ASSOCIATES, INC. (Charlotte NC)
NC
06/26/2008 - 09/04/2012
FENNEBRESQUE & CO., LLC (CHARLOTTE NC)
NC
04/26/2007 - 01/03/2008
MCCOLL PARTNERS, LLC (704-333-0525 NC)
BC
Issued 05/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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