Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Martin Manfredi is a financial advisor with Stifel, Nicolaus & Company, Inc. Neal has been in the financial industry since 1993. Neal works in the Melville, NY branch office. The firm has been in business since 1993. Stifel provides financial planning, portfolio management, and pension consulting to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (MELVILLE NY)
NY
04/29/2002 - 08/21/2007
RYAN BECK & CO. (NEW YORK NY)
NY
09/14/1993 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
IA
Issued 02/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 05/25/1994
Series 14 - Compliance Officer Examination
BC
Issued 03/15/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/05/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 3 - National Commodity Futures Examination
BC
Issued 09/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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