Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Garrison is a financial advisor with over 30 years of experience in the industry. Neil holds multiple securities licenses, including Series 7, 9, 10, 31, and 63. Neil is currently registered with Oneseven in Florida, Ohio, and Texas, and has previously been registered with Raymond James Financial Services, Inc., Citigroup Global Markets Inc., Morgan Stanley DW Inc., and Kidder, Peabody & Co. Incorporated. Neil provides financial planning, portfolio management, and pension consulting services to individuals, corporations, charitable organizations, and other investment advisors. Neil is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
09/29/2023 - Present
Oneseven (BEACHWOOD OH)
OH
04/16/2009 - 10/03/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (TOLEDO OH)
OH
10/05/2001 - 05/05/2009
CITIGROUP GLOBAL MARKETS INC. (TOLEDO OH)
NY
01/27/1994 - 10/23/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/18/1987 - 01/25/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 04/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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