Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Christie is a financial advisor with Raymond James Financial Services Advisors, Inc. Neil has been working in the financial services industry since 2004. Neil has a Series 6, 7, 24, 63, and 65 license. Neil is currently registered with Raymond James Financial Services Advisors, Inc. in California, Alaska, Arizona, Colorado, Idaho, Maine, Missouri, Nevada, New Mexico, Ohio, Oregon, Tennessee, Utah, Virginia, Washington, and Wyoming. Neil is also a non-variable insurance agent. Neil has over 15 years of experience in the financial services industry, Neil provides a variety of financial services, including financial planning, portfolio management, and investment advice. Neil is committed to providing his clients with the highest level of service and expertise.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
09/15/2009 - Present
Raymond James Financial Services Advisors, Inc. (Redding CA)
CA
05/02/2009 - 09/11/2009
CHASE INVESTMENT SERVICES CORP. (OROVILLE CA)
CA
11/08/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (CHICO CA)
IA
Issued 06/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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