Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Hackman is a registered investment advisor with over 30 years of experience in the financial services industry. Neil is currently with Oak Financial Group Inc., a firm based in Stamford, CT. Neil is also a registered investment advisor in California, Connecticut, Florida, Maryland, New Hampshire, New Jersey, New York, North Carolina, Texas, and Vermont. Neil specializes in financial planning, pension consulting, educational seminars, publication of periodicals, portfolio management for businesses, and portfolio management for individuals. Neil has been providing financial advice and services to individuals and businesses for over 30 years.
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.
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
CT
02/16/2010 - Present
OAK Financial Group Inc. (STAMFORD CT)
CA
06/28/1995 - 12/31/1998
SPECTRUM SECURITIES, INC. (AROURA HILLS CA)
AZ
10/06/1994 - 06/21/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
11/19/1989 - 09/20/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
04/15/1989 - 04/15/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
07/03/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/15/1983 - 07/09/1986
DAVID LERNER ASSOCIATES, INC.
IA
Issued 10/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1989
Series 24 - General Securities Principal Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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