Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Chonofsky is a financial professional with over 25 years of experience in the industry. Neil is a registered representative and investment advisor representative with Osaic Wealth, Inc. and has previously been associated with Securities America, Inc. and Mutual of Omaha Investor Services, Inc. Neil holds Series 6, 26, and 63 licenses and a SIE certification. Neil specializes in financial planning, portfolio management, and pension consulting. Neil is currently located in Marlton, NJ.
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.
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2
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (MARLTON NJ)
NJ
05/14/2019 - 06/14/2024
SECURITIES AMERICA, INC. (MARLTON NJ)
PA
07/08/1996 - 12/20/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BLUE BELL PA)
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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