Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Douglas Blicher is a financial advisor in BOSTON, MA and has been working in the industry for over 25 years. Neil currently works for Choreo, LLC and has previously held positions at METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, SII INVESTMENTS, INC., FIDELITY BROKERAGE SERVICES LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., SCUDDER INVESTOR SERVICES, INC. and FIDELITY DISTRIBUTORS CORPORATION. Neil has Series 7, Series 6 and Series 63 licenses.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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IL
12/10/2020 - Present
Choreo, LLC (ROCKFORD IL)
MA
01/02/2015 - 03/23/2016
METLIFE SECURITIES INC. (WORCESTER MA)
MA
12/10/2008 - 01/02/2015
NEW ENGLAND SECURITIES (WAKEFIELD MA)
MA
04/16/2008 - 11/19/2008
SII INVESTMENTS, INC. (MILFORD MA)
MA
01/01/2008 - 04/07/2008
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
06/16/1999 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
NY
12/02/1997 - 06/08/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
RI
03/05/1996 - 10/15/1997
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BC
Issued 09/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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