Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Allen Rouch is an investment advisor representative who has been in the industry since February 3, 1987. Neal currently works for Osaic Wealth, Inc. and is registered with the state of Indiana. Neal has also worked for Woodbury Financial Services, Inc., Questar Capital Corporation, USALLIANZ SECURITIES, INC., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Lincoln National Pension Insurance Company. Neal holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Neal also holds the Chartered Financial Consultant designation. Neal specializes in financial planning, pension consulting, educational seminars, and selection of other advisers. Neal also provides portfolio management for businesses and individuals.
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.
1
2
IN
01/19/2024 - Present
Osaic Wealth, Inc. (KOKOMO IN)
IN
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (KOKOMO IN)
IN
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (KOKOMO IN)
IN
02/14/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (KOKOMO IN)
IN
01/12/1987 - 01/21/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/12/1987 - 01/21/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
01/12/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 09/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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