Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Slafsky is an experienced financial advisor with a career spanning over 35 years. Neal currently works for Osaic Advisory Services, LLC where Neal provides financial planning, portfolio management for individuals and businesses, and educational seminars. Neal is also a Certified Financial Planner™ and a Chartered Financial Consultant. Before joining Osaic, Neal was a financial advisor at Triad Advisors LLC. Neal has a strong background in the financial industry, having previously worked at firms such as Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc. and Capital Planning Group, 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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/25/2023 - Present
Osaic Advisory Services, LLC (Plantation FL)
FL
09/25/2023 - 08/23/2024
TRIAD ADVISORS LLC (Plantation FL)
FL
09/03/2020 - 10/27/2023
GOLDMAN SACHS & CO. LLC (FORT LAUDERDALE FL)
FL
09/03/2020 - 10/27/2023
MERCER ALLIED COMPANY, L.P. (FORT LAUDERDALE FL)
FL
10/25/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (FT. LAUDERDALE FL)
FL
07/01/2009 - 11/01/2017
GIRARD SECURITIES, INC. (FT. LAUDERDALE FL)
FL
04/27/2000 - 09/01/2009
CAPITAL PLANNING GROUP, LLC (FT. LAUDERDALE FL)
FL
01/14/1999 - 07/10/2009
MML INVESTORS SERVICES, INC. (FT LAUDERDALE FL)
IN
11/12/1993 - 01/13/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/12/1993 - 01/13/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
VT
01/22/1986 - 12/31/1991
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 06/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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