Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil F. Limcangco is a financial advisor with Ameritas Advisory Services, LLC. Neil has been in the financial services industry for over 7 years and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Neil's expertise includes financial planning, portfolio management, and investment management. Neil holds the Series 66, 7, and SIE licenses and has earned several professional designations. Neil is committed to helping clients achieve their financial goals through a collaborative approach that considers their individual needs and circumstances.
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (FOLSOM CA)
CA
01/02/2018 - 04/08/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN FRANCISCO CA)
BOTH
Issued 01/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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