Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Keyser is an investment advisor representative registered with UBS Financial Services Inc. Neil has been in the industry for over 5 years and has experience in providing investment advisory services to a variety of clients, including individuals, corporations, and charitable organizations. Neil holds the Series 65 license and has passed the Uniform Securities Agent State Law Examination.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
01/23/2025 - Present
UBS Financial Services Inc. (CINCINNATI OH)
IA
Issued 11/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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