Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Milton is a financial advisor based in Boston, Massachusetts. Neal has been working in the financial industry since 1995 and is currently registered with Moors & Cabot, Inc. Neal specializes in providing financial advice to individuals, families, and businesses. Prior to joining Moors & Cabot, Inc., Neal was an advisor at Arthur W. Wood Company, Inc., Detwiler Fenton & Co., Janney Montgomery Scott LLC, Merit Capital Associates, Inc., and Winslow, Evans & Crocker, Inc. Neal is a Series 7, Series 63, and Series 65 licensed advisor.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
03/28/2013 - Present
Moors & Cabot, Inc. (BOSTON MA)
MA
06/09/2009 - 04/01/2013
WOOD (ARTHUR W.) COMPANY, INC. (BOSTON MA)
MA
03/08/2004 - 06/10/2009
DETWILER FENTON & CO. (BOSTON MA)
PA
01/04/1999 - 04/02/2004
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
CT
12/01/1995 - 01/06/1999
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
MA
11/03/1995 - 11/27/1995
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
NY
08/18/1995 - 11/08/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 04/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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