Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Hantak is an investment advisor representative with MAI Capital Management, LLC based in Cincinnati, OH. Neil is licensed in Ohio. Neil has been an advisor since 2003. Neil's first job in the financial industry was with NYLIFE SECURITIES INC.. Neil obtained their Series 6 license in July of 2003, and their Series 63 license in September of 2003. Neil has also earned the Chartered Financial Analyst designation. Neil specializes in providing financial advice and services to individuals, high-net-worth individuals, investment companies, corporations, and other businesses. Neil's firm manages over $19.7 billion in assets.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
07/08/2019 - Present
MAI Capital Management, LLC (CINCINNAT OH)
NY
07/14/2003 - 06/25/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 09/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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