Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Evan Weiss is a financial advisor with over 30 years of experience in the industry. Neil has been with MML Investors Services, LLC since March 2017 and has also held positions with MSI Financial Services, Inc., New England Securities, and MetLife Securities Inc. Neil is registered in Florida, Connecticut, Maryland, New Jersey, New York, Texas, Virginia and Washington, and specializes in providing financial planning, educational seminars, asset allocation programs and portfolio management services. Neil is also a Series 6, 26 and 63 licensed representative. Neil is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
03/25/2017 - Present
MML Investors Services, LLC (WEST PALM BEACH FL)
FL
11/25/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEST PALM BEACH FL)
FL
04/23/2013 - 11/24/2014
NEW ENGLAND SECURITIES (WEST PALM BEACH FL)
FL
11/03/1993 - 11/24/2014
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
FL
11/03/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BOCA RATON FL)
BC
Issued 12/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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