Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Fredrick Loethen is a registered representative with Osaic Wealth, Inc. in Linn, Missouri. Neil has been in the securities industry since 2012 and holds the Series 6, 7, and 63 licenses, as well as the SIE. Neil has worked at both Osaic Wealth, Inc. and SAGEPOINT FINANCIAL, INC. and is currently registered with the state of Missouri. Neil specializes in working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Osaic Wealth, Inc. offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Osaic Wealth, Inc. has over 437,000 clients and manages over $94 trillion in assets.
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.
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2
MO
09/01/2023 - Present
Osaic Wealth, Inc. (LINN MO)
MO
09/17/2012 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LINN MO)
BC
Issued 10/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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