Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Kristian Fluken is an investment advisor representative with LPL Financial LLC, based in San Mateo, CA. Neil has been in the financial services industry since 2001 and has a broad range of experience in providing financial planning, investment management and other services to a wide variety of clients, including high-net-worth individuals, corporations, and retirement plans. Neil is also a CERTIFIED FINANCIAL PLANNER™ professional. Neil is dedicated to helping clients achieve their financial goals. In addition to LPL Financial, Neil has previously worked with Securian Financial Services, Inc.
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.
Consulting and other non-discretionary advisory services
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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2
CA
08/19/2020 - Present
LPL Financial LLC (SAN MATEO CA)
CA
06/27/2001 - 09/04/2020
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
BOTH
Issued 07/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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