Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Christopher Netoskie is a financial advisor with Onedigital Investment Advisors, a firm with over $100 billion in regulatory assets under management. Neil has been in the financial services industry for over 30 years, and has held various positions at firms such as LPL Financial, Triad Advisors, and BBVA Securities. Neil specializes in providing financial planning, portfolio management, and pension consulting services to a diverse range of clients, including individuals, families, businesses, and institutions. Neil holds a Series 65 license as an Investment Adviser Representative in Texas.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
03/03/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
TX
04/01/2021 - 07/29/2021
TRIAD ADVISORS LLC (Houston TX)
TX
08/30/2013 - 04/06/2021
LPL FINANCIAL LLC (HOUSTON TX)
TX
05/16/2013 - 09/03/2013
BBVA SECURITIES INC. (HOUSTON TX)
TX
07/07/2004 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
MA
05/22/2001 - 06/14/2004
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
NY
07/25/2000 - 01/29/2001
CHASE SECURITIES INC. (NEW YORK NY)
IL
11/21/1995 - 01/26/1999
HEWITT SERVICES LLC (CHICAGO IL)
MA
01/31/1995 - 02/24/1995
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
TX
11/01/1993 - 01/31/1995
TRANSAMERICA FUND DISTRIBUTORS, INC. (HOUSTON TX)
TX
11/06/1991 - 07/30/1993
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
12/21/1989 - 07/24/1991
D. E. WINE INVESTMENTS INC. (SPRING TX)
IA
Issued 07/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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