Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Clark Freeman is a financial advisor with Ameritas Advisory Services, LLC. Neil has been in the financial industry since 1984 and has a wide range of experience in providing financial advice to individuals and businesses. Neil is a registered representative in several states, including New York, Florida, and Georgia. He holds a Series 6, Series 63 and SIE license. Neil is also an Independent Insurance Agent and provides clients with a wide range of insurance products including Life, Disability Income, and Investments. Neil is committed to providing his clients with personalized financial advice that meets their individual needs. Neil also has experience working with United Wealth Advisors Group, LLC (UWAG), North Country Consulting, and the Copenhagen School.
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.
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.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (WATERTOWN NY)
NY
01/12/2004 - 06/30/2006
CARILLON INVESTMENTS, INC. (NEW YORK NY)
NY
02/05/2003 - 12/31/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NJ
08/25/2000 - 01/31/2003
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
IL
01/27/1998 - 08/18/2000
PMG SECURITIES CORPORATION (ELGIN IL)
NY
09/17/1984 - 01/20/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/17/1984 - 01/20/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 05/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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