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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Leisch is a financial advisor with over 24 years of experience in the industry. He is registered with B. Riley Wealth Advisors, Inc. and has been actively serving clients in California and Texas. Neal specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Neal holds a variety of licenses and designations, including a Certified Financial Planner designation, demonstrating his commitment to providing comprehensive and expert financial advice.
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
CA
10/21/2021 - Present
B. Riley Wealth Advisors, Inc. (SAN DIEGO CA)
CA
08/14/2017 - 07/22/2022
NATIONAL SECURITIES CORPORATION (SAN DIEGO CA)
CA
11/02/2009 - 08/14/2017
WFG INVESTMENTS, INC. (SAN DIEGO CA)
CA
07/13/1998 - 11/16/2009
VALIC FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
TX
04/24/1998 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 04/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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