Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Gardner Davis is a financial advisor with Cetera Investment Advisers LLC. Neal has been in the financial services industry since 2000 and has experience working with clients in various financial areas, including insurance, investments and financial planning. Neal is also registered with HBW Advisory Services LLC, which is another financial planning and investment firm. Neal is based in Virginia Beach, Virginia and provides financial services to clients in the state of Virginia and other states.
VIRGINIA BEACH, VA
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIRGINIA BEACH VA)
VA
02/12/2004 - 06/12/2018
CUSO FINANCIAL SERVICES, L.P. (VIRGINIA BEACH VA)
IA
08/26/2002 - 02/17/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
11/29/2001 - 08/12/2002
QUICK & REILLY, INC. (NEW YORK NY)
WI
09/19/2000 - 12/06/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/19/2000 - 12/06/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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