Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Quinlan is a financial advisor at Cerity Partners LLC. Neil is a Certified Financial Planner™ professional. Neil is licensed in Indiana to provide investment advisory services. Neil has over 15 years of experience in the financial industry. Neil is also a registered representative of Cerity Partners LLC. Neil is dedicated to providing comprehensive financial planning services to individuals, families, and businesses. Neil specializes in retirement planning, investment management, and estate planning. Neil has a strong commitment to building long-term relationships with clients and helping them achieve their financial goals. Neil also offers various tax and bill pay services.
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.
Tax services; bill pay
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.
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IN
04/25/2023 - Present
Cerity Partners LLC (Indianapolis IN)
KY
05/01/2006 - 05/31/2013
NATIONAL PLANNING CORPORATION (LOUISVILLE KY)
KY
11/18/2004 - 05/13/2006
CITIGROUP GLOBAL MARKETS INC. (LOUISVILLE KY)
IA
Issued 01/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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