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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Weissman is a financial advisor who has been in the industry since June 2008. Neil is currently registered with &partners, LLC and has been affiliated with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC in the past. Neil's expertise includes securities, financial planning, and investment advisory services. Neil is licensed in multiple states and has earned the Series 66, Series 7, and the SIE licenses. &partners, LLC is an independent registered investment advisory firm serving a wide range of client types including individual investors, corporations, and retirement plans.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MI
04/26/2024 - Present
&partners (Ann Arbor MI)
MI
07/29/2011 - 04/30/2024
WELLS FARGO CLEARING SERVICES, LLC (ANN ARBOR MI)
MI
06/02/2008 - 08/01/2011
TELEMUS INVESTMENT BROKERS, LLC (SOUTHFIELD MI)
BOTH
Issued 08/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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