Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Wilkinson is a financial advisor with Kelson Capital LLC. Neal has been in the industry since 2010 and has held previous positions with Roberts & Ryan Investments Inc., Ullico Investment Company, LLC, Oppenheimer & Co. Inc., Columbia Financial Center Incorporated and Princor Financial Services Corporation. Neal is registered in Illinois, Maryland, and New York and has earned the Series 7, Series 24, Series 63 and SIE exams.
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.
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.
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CT
07/17/2018 - Present
Kelson Capital LLC (STAMFORD CT)
NY
04/08/2020 - 04/19/2021
ROBERTS & RYAN INVESTMENTS INC. (NEW YORK NY)
IL
03/02/2015 - 12/15/2017
ULLICO INVESTMENT COMPANY, LLC (CHICAGO IL)
IL
10/15/2004 - 08/13/2007
OPPENHEIMER & CO. INC. (CHICAGO IL)
OR
03/04/2003 - 11/08/2004
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
IA
07/25/2000 - 04/10/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 07/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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