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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Lajeunesse is a financial advisor with over 39 years of experience. Neil is currently registered with Cetera Investment Advisers LLC and is based out of Queensbury, NY. Neil has been in the industry since February 8, 1984, and has a proven track record of success. Neil is a highly experienced financial advisor who is committed to helping his clients achieve their financial goals. Neil has a strong understanding of the financial markets and is able to provide his clients with sound financial advice. Neil is a trusted advisor to his clients and is dedicated to providing them with the highest level of service.
QUEENSBURY, NY
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (QUEENSBURY NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (QUEENSBURY NY)
NY
02/29/1984 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
02/09/1984 - 03/10/1984
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 2/7/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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