Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Cashes is an active Registered Representative, Investment Advisor Representative and currently works for Summit Financial, LLC. Neil has been in the securities industry since 2016 and has been with Summit Financial, LLC since 2019. Neil's firm is located in Parsippany, NJ. The firm is a registered investment advisor and provides investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm's services include financial planning, portfolio management, and selection of other advisors. Neil holds a Series 6, Series 7, Series 63, and Series 66 license. Neil has a strong background in the financial services industry. Neil is committed to providing clients with the highest quality investment advice and service.
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.
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.
1
2
NJ
01/03/2019 - Present
Summit Financial, LLC (RED BANK NJ)
NJ
02/05/2016 - 09/19/2018
SUMMIT EQUITIES, INC. (RED BANK NJ)
BOTH
Issued 02/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Neil Cashes is the right advisor for you? Invested Better is here to help.
