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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 Bobys is a registered Investment Advisor Representative with Research Financial Strategies in ROCKVILLE, MD. Neal is a veteran of the financial services industry with over 40 years of experience. Neal also has a background in media buying and telecom consulting, providing a unique perspective to the financial planning process. Neal is also a registered representative and holds Series 63 and 65 securities licenses. Neal specializes in providing financial planning services for individuals, families, and businesses.
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.
Percentage of annual income or net worth
1
2
MD
01/03/2013 - Present
Research Financial Strategies (ROCKVILLE MD)
MD
11/14/2006 - 08/07/2012
LPL FINANCIAL LLC (ROCKVILLE MD)
NA
07/28/1987 - 12/31/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
04/29/1982 - 10/15/1987
INTERVEST GROUP, INC.
NA
03/30/1982 - 06/03/1982
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
11/10/1969 - 06/02/1981
SMA EQUITIES, INC.
NA
05/05/1977 - 11/03/1977
HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED
NA
03/30/1977 - 05/05/1977
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
IA
Issued 12/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1969
Series 1 - Registered Representative Examination
Active
Inactive
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