Unclaimed
Neil Ferranti is a financial advisor who has been in the industry since August 27, 1995. He currently works for J.p. Morgan Securities LLC and has been with the firm since October 2008. Neil's primary office is located in New York, New York. In addition to working for J.p. Morgan Securities LLC, Neil is also an employee of JPMorgan Bank and can offer certain bank products and services. He is registered to provide investment advisory services in New York, Ohio, and Texas. Neil specializes in retirement planning, investments, and financial planning services. He has experience working with individuals, corporations, businesses, and charitable organizations. Neil has also previously worked for Donaldson, Lufkin & Jenrette Securities Corporation and Credit Suisse First Boston LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/10/2004 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/03/2000 - 12/10/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
08/28/1995 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 07/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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