Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Werberig is a registered representative with Madison Avenue Securities, LLC. He is also a registered investment advisor representative for Maximum Asset Strategies. Neil is a highly experienced financial professional, having been in the industry since 1982. He offers a wide range of services, including financial planning, portfolio management, and selection of other advisors. Neil's primary business focus is on working with high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
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.
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.
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CA
10/27/2015 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
PA
12/13/1982 - 07/19/2006
NYLIFE SECURITIES INC. (NEWTON PA)
BC
Issued 11/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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