Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Bellomy is a financial advisor at Thrivent Investment Management Inc. Neil has been in the industry for over 12 years and has experience with various financial institutions including USAA, Country Financial, and Prudential Insurance Company of America. Neil is a Certified Financial Planner and a Chartered Financial Consultant. Neil specializes in working with high-net-worth individuals and families as well as churches and non-profit sharing retirement accounts. Neil's approach to financial planning includes providing personalized financial advice and portfolio management services.
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.
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.
1
2
AZ
02/08/2023 - Present
Thrivent Investment Management Inc. (Scottsdale AZ)
AZ
04/09/2021 - 05/23/2022
PRUCO SECURITIES, LLC. (PHOENIX AZ)
NM
04/30/2019 - 03/24/2021
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
OR
06/25/2015 - 04/22/2019
COUNTRY CAPITAL MANAGEMENT COMPANY (Beaverton OR)
AZ
03/14/2014 - 05/26/2015
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
01/23/2006 - 06/02/2008
STATE FARM VP MANAGEMENT CORP. (TEMPE AZ)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Neil Bellomy is the right advisor for you? Invested Better is here to help.
