Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Amor is a financial advisor with First Foundation Advisors. Neil is based in IRVINE, California, and has been working in the industry since July of 1997. Neil is a Chartered Financial Analyst and holds Series 7 and Series 63 licenses. Neil provides financial planning, portfolio management for individuals and investment companies and selection of other advisers. Neil has been registered as an investment advisor in California and Texas since 2003.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/16/2003 - Present
First Foundation Advisors (IRVINE CA)
NY
08/02/1996 - 07/24/1997
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BC
Issued 04/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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