Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Greenberg is a financial advisor with over 27 years of experience in the industry. Currently, Neil is registered with Osaic Wealth, Inc., located in Coral Springs, FL. Neil specializes in providing financial advice and portfolio management to individuals and families, businesses, and retirement plans. Neil is also licensed to provide investment advisory services in Florida and is a registered representative in 11 states. Neil’s services include financial planning, portfolio management, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (CORAL SPRINGS FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CORAL SPRINGS FL)
FL
05/11/2009 - 07/17/2020
INVESTACORP, INC. (CORAL SPRINGS FL)
FL
05/02/2009 - 05/11/2009
CHASE INVESTMENT SERVICES CORP. (BOCA RATON FL)
FL
05/01/1998 - 05/02/2009
WAMU INVESTMENTS, INC. (BOCA RATON FL)
CA
06/30/1997 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
01/21/1996 - 07/10/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
01/16/1995 - 08/15/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/16/1995 - 08/15/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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