Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neddie? Claim Your ProfileNeddie Bokosky is a financial advisor registered with Cetera Investment Advisers LLC. Neddie has been in the securities industry since January 15, 1990. Neddie is licensed to offer securities and advisory services in several states including California, Texas, Arizona, Colorado, Florida, Nebraska, Pennsylvania, Utah, Virginia, and Washington. Neddie is also a Certified Financial Planner. Neddie has worked with a number of firms during their career, including Securian Financial Services, Inc., PML Securities Company, Minnesota Life, Tax & Financial Group, and Cetera Advisor Networks LLC.
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
02/02/2024 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
01/01/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
DE
11/24/1989 - 11/08/1990
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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