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 Schimka is a financial advisor at Wells Fargo Clearing Services, LLC, with over 16 years of experience in the industry. Neil has worked with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Neil has a strong understanding of investment strategies and is committed to providing personalized financial advice. Neil is also a registered representative of Wells Fargo Clearing Services, LLC, and holds Series 6, Series 63, and Series 65 licenses. Neil is dedicated to providing comprehensive financial planning services to help clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
08/13/2024 - Present
Wells Fargo Clearing Services, LLC (PARK CITY UT)
IL
10/07/2019 - 05/01/2024
U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)
IL
10/01/2012 - 09/10/2019
J.P. MORGAN SECURITIES LLC (ELGIN IL)
IL
08/13/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ARLINGTON HEIGHTS IL)
IA
Issued 08/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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