Unclaimed
Neal Seagle is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Neal has been in the industry since 1995 and holds Series 6, 7, 63 and 65 licenses. In addition to providing investment advisory services through Wealth Enhancement Advisory Services, LLC, Neal also offers non-variable insurance services through Wealth Enhancement Group Inc.. Neal has held previous positions at Triad Advisors LLC, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Cigna Financial Advisors, Inc., and W.S. Griffith & Co., Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MD
07/24/2019 - Present
Wealth Enhancement Advisory Services, LLC (FULTON MD)
MD
11/01/2010 - 07/23/2019
TRIAD ADVISORS LLC (Fulton MD)
MD
06/01/1998 - 11/17/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (MAPLE LAWN MD)
IN
05/31/2005 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
04/02/1998 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
CT
06/05/1995 - 03/05/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 12/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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