Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Blitz is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Neil has been in the securities industry since March 18, 1997. Neil is licensed to provide investment advice in Florida, New York and Texas. Neil also has a series 6, 7, 63 and 65 licenses and has completed the Securities Industry Essentials (SIE) exam. Neil previously worked for LPL Financial LLC, J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., IFMG SECURITIES, INC., CITICORP INVESTMENT SERVICES, BNY INVESTMENT CENTER INC., ESSEX NATIONAL SECURITIES, INC. and PRUCO SECURITIES CORPORATION.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
09/14/2021 - Present
Cambridge Investment Research Advisors, Inc. (HUNTINGTON STA NY)
NY
05/17/2013 - 08/25/2015
LPL FINANCIAL LLC (HUNTINGTON STATION NY)
NY
10/01/2012 - 05/09/2013
J.P. MORGAN SECURITIES LLC (RONKONKOMA NY)
NY
05/03/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RONKONKOMA NY)
NY
05/27/2008 - 04/16/2012
LPL FINANCIAL LLC (BAY SHORE NY)
NY
12/04/2003 - 05/27/2008
IFMG SECURITIES, INC. (HICKSVILLE NY)
NY
06/18/2002 - 12/04/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/08/2000 - 06/11/2002
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CA
08/18/1998 - 01/12/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
02/18/1997 - 08/25/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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