Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Garrett is a financial professional with over 10 years of experience in the industry. Neil Garrett currently works for Oneamerica Securities, Inc. and is registered as a financial advisor in multiple states. Neil Garrett has experience working for a variety of firms including Transamerica Investors Securities Corporation and Financial Telesis Inc. Neil Garrett specializes in a range of services including financial planning, pension consulting and portfolio management.
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
IN
08/16/2017 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
NY
08/01/2016 - 06/13/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
MT
01/16/2009 - 06/12/2009
FINANCIAL TELESIS INC (RED LODGE MT)
CA
02/10/2005 - 12/31/2008
WESTPORT FINANCIAL SERVICES, L.L.C. (ALISO VIEJO CA)
BC
Issued 06/04/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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