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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Deutsch is a financial advisor with Cetera Investment Advisers LLC. Neal is based in SUFFERN, NY and has been a financial advisor since 1985. Neal has held previous roles with firms such as FIRST ALLIED SECURITIES, INC. and DAVID LERNER ASSOCIATES, INC. Neal has a variety of designations including Certified Financial Planner. Neal has worked with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Neal provides services such as financial planning, investment management, and pension consulting.
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
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (SUFFERN NY)
NY
01/12/1995 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SUFFERN NY)
NA
12/15/1994 - 01/06/1995
FIRST ALLIED SECURITIES, INC.
CA
09/13/1991 - 12/16/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NY
04/05/1990 - 10/16/1991
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
NJ
10/06/1989 - 01/24/1990
HYM FINANCIAL, INC. (CLIFTON NJ)
NA
12/14/1988 - 10/17/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/10/1988 - 11/01/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
03/19/1985 - 10/17/1988
DAVID LERNER ASSOCIATES, INC.
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/16/1995
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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