Unclaimed
Neddie Bokosky is a financial professional with over 30 years of experience in the industry. Neddie is currently registered with Cetera Investment Advisers LLC and has previously worked with Securian Financial Services, Inc. and PML Securities Company. Neddie is also a Certified Financial Planner and is licensed to provide financial advice in several states. Neddie is committed to helping clients achieve their financial goals through a variety of services including financial planning, investment management, and retirement planning.
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.
1
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 6/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Neddie Bokosky is the right advisor for you? Invested Better is here to help.