Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neelam? Claim Your ProfileNeelam Krishnane-davison is a financial advisor with over 20 years of experience in the industry. She has held various roles at different firms, including Packerland Brokerage Services, Inc., Woodbury Financial Services, Inc., and SII Investments, Inc., before joining LPL Financial LLC in 2018. Neelam holds the Series 7, Series 66, and SIE licenses. Neelam offers a variety of services to individual and business clients, including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
09/28/2018 - Present
LPL Financial LLC (NEENAH WI)
WI
09/01/2009 - 10/03/2018
WOODBURY FINANCIAL SERVICES, INC. (NEENAH WI)
WI
07/01/2003 - 09/02/2009
PACKERLAND BROKERAGE SERVICES, INC. (APPLETON WI)
WI
03/08/2000 - 07/01/2003
SII INVESTMENTS, INC. (APPLETON WI)
NE
02/02/2000 - 03/16/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
11/23/1999 - 03/10/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 08/12/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Neelam Krishnaney-davison is the right advisor for you? Invested Better is here to help.
