Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Goldstein is a financial advisor currently affiliated with Cetera Advisor Networks LLC. Neil has been in the industry since 1985. Neil has passed the Series 6 and SIE exams and is registered to sell securities in Delaware, Florida, New Jersey, New Mexico, and Pennsylvania.
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.
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.
1
2
PA
08/10/2023 - Present
Cetera Advisor Networks LLC (Plymouth Meeting PA)
PA
12/10/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Plymouth Meeting PA)
MA
07/16/1991 - 12/23/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/16/1991 - 12/23/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CT
08/14/1985 - 07/03/1991
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 08/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Neil Goldstein is the right advisor for you? Invested Better is here to help.
