Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Alan Belcher is a registered representative with Fidelity Personal And Workplace Advisors, working out of their Westlake, TX branch office. Neal has been in the financial services industry for over 10 years and has a wide range of experience in financial planning and investment management. Neal holds the Series 66, Series 63, Series 10, Series 9, Series 7TO and SIE licenses. Neal specializes in providing financial advice to a variety of clients, including individuals, families, businesses and charitable organizations.
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.
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.
1
2
TX
11/18/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 11/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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