Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Benjiman Isler is a registered representative with Stifel, Nicolaus & Company, Inc. Neil has been in the industry since December 22, 2000. Neil has experience in a number of areas, including financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Neil is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority. Neil holds the following licenses: Series 7, Series 63, Series 65 and SIE. Neil has previous experience with Ryan Beck & Co. and Gruntal & Co., L.L.C. Neil is registered in multiple states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/24/2020 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
04/29/2002 - 07/10/2007
RYAN BECK & CO. (HEWLETT NY)
NY
03/05/2001 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
09/28/2000 - 12/08/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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