Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Eggers is a financial advisor with Equitable Advisors, LLC. Neil has over 14 years of experience in the financial services industry and is registered to provide advisory services in several states including Alabama, California, Colorado, Florida, South Carolina, and Texas. Neil is a Certified Public Accountant and a member of the Alabama Society of CPAs and the Estate Planning Council of Birmingham. Neil's prior experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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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AL
11/01/2022 - Present
Equitable Advisors, LLC (VESTAVIA AL)
AL
07/07/2011 - 11/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
06/01/2009 - 10/04/2011
MORGAN STANLEY SMITH BARNEY (BIRMINGHAM AL)
AL
10/02/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BIRMINGHAM AL)
BOTH
Issued 10/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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