Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Bruce Porter is a registered Investment Advisor Representative with AE Wealth Management, LLC. Neil has been in the industry for over 20 years and has a strong background in financial planning and portfolio management. Neil has worked in various roles within the industry including a previous role at MetLife Securities Inc. Neil has a Series 6, Series 63, and Series 65 license. Neil's office is located in Springfield, MO.
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
MO
02/06/2017 - Present
AE Wealth Management, LLC (Springfield MO)
MA
07/05/2000 - 06/12/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/05/2000 - 06/12/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
02/16/1994 - 02/04/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/16/1994 - 02/04/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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