Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Siegel is a registered representative of U.S. Bancorp Investments, Inc. Neil has been in the financial services industry since 1994. Neil is licensed to offer financial services in Idaho. Prior to joining U.S. Bancorp Investments, Inc., Neil was employed by Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Banc of America Investment Services, Inc., A. G. Edwards & Sons, Inc., Charles Schwab & Co., Inc. and Bear, Stearns & Co. Inc. Neil's professional designations include Series 3, Series 7, Series 63 and Series 65.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
ID
08/31/2018 - Present
U.s. Bancorp Investments, Inc. (Ketchum ID)
ID
01/03/2011 - 06/15/2018
WELLS FARGO CLEARING SERVICES, LLC (KETCHUM ID)
ID
02/24/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (KETCHUM ID)
MA
05/08/2000 - 12/20/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
03/14/1996 - 02/03/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TX
01/06/1994 - 02/29/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
09/14/1993 - 10/08/1993
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 07/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 3 - National Commodity Futures Examination
BC
Issued 09/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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