Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Neville is a financial advisor with over 25 years of experience in the industry. Michael has a proven track record of providing personalized financial advice to individuals and families. Michael currently works with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC where Michael provides services for individuals, families, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Michael is registered to offer investment advice in 26 states and holds several professional designations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
GA
06/02/2014 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
NY
07/24/2008 - 11/08/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CO
07/13/2007 - 07/10/2008
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NC
03/04/1998 - 06/06/2007
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
05/26/1995 - 12/09/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/21/1994 - 05/11/1995
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 04/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Neville is the right advisor for you? Invested Better is here to help.
