Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Robinson is a financial advisor with Avantax Advisory Services. Neal is also a registered representative with Avantax Planning Partners, Inc. Neal has been in the financial services industry since 2014. Neal's experience includes working with individual clients and businesses to develop personalized financial plans. Neal is committed to helping clients achieve their financial goals. Neal is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/22/2021 - Present
Avantax Advisory Services (DALLAS TX)
WI
08/25/2021 - 12/01/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
MN
11/03/2020 - 11/18/2020
J.P. MORGAN SECURITIES LLC (Minneapolis MN)
MN
02/01/2018 - 09/21/2020
PRUCO SECURITIES, LLC. (Plymouth MN)
MN
04/07/2017 - 01/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
WI
02/24/2014 - 04/11/2017
EDWARD JONES (PRESCOTT WI)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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