Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Neil has been in the financial services industry since 1999 and is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Michael is a Series 66 and Series 63 licensed professional and has a Series 7. Michael also holds the SIE license. Michael is registered with the State of Colorado for both Broker Dealer and Investment Advisor licenses.
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.
Helps you choose top advisors aligned with your 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.
Compensation from affiliates
1
2
CO
09/05/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Littleton CO)
CO
08/30/1999 - 10/30/2006
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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