Unclaimed
Neil Schafer is a financial advisor at The Huntington Investment Co. Neil has been in the financial services industry since 2016. Neil holds the Series 6, Series 63, and SIE licenses and is registered in Michigan. Neil's previous experience includes a role at Fifth Third Securities, Inc. Neil specializes in providing financial advice for individuals, corporations or businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/05/2019 - Present
THE Huntington Investment Co. (AKRON OH)
MI
03/04/2016 - 12/11/2017
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
BC
Issued 04/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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