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Neil Joseph Ahearn

Osaic Wealth, Inc.

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About Neil Joseph Ahearn

Neil Joseph Ahearn is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc., a firm with offices in Scottsdale, Arizona and Newtown, Pennsylvania. Neil has a broad range of experience in the financial services industry, including experience in portfolio management for both individuals and businesses. He is also a registered Investment Advisor Representative (IAR). Neil holds several professional licenses and certifications, including Series 7, Series 31, Series 63 and Series 65. He has a strong commitment to providing personalized financial advice to his clients and assisting them in achieving their financial goals.

Firm Information

Neil Ahearn is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Neil Ahearn’s Registration & Firm History

AZ

10/11/2024 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

NY

06/21/2000 - 09/14/2001

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

PA

09/17/1996 - 06/20/2000

PINNACLE ASSET MANAGEMENT, INC. (FAIRLESS HILLS PA)

NY

07/20/1988 - 09/26/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 12/18/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/04/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1994

Series 31 - Futures Managed Funds Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Neil Joseph Ahearn.
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