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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 Kriegstein is a financial advisor at Osaic Wealth, Inc. Neil is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 6, Series 65, and Series 66 securities license. Neil is registered with FINRA and the state of New Jersey. Neil has been working in the financial services industry since 1998. Neil specializes in working with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Osaic Wealth, Inc. provides advisory services for individuals, businesses, and pooled investment vehicles. Osaic Wealth, Inc. offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
NJ
11/04/2019 - Present
Osaic Wealth, Inc. (BRIELLE NJ)
NJ
12/17/1999 - 11/08/2019
AVANTAX INVESTMENT SERVICES, INC. (MATAWAN NJ)
NJ
03/07/1998 - 12/07/1999
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BOTH
Issued 10/05/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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