Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Vanleeuwen has been in the financial industry since 1984. Neil is a Registered Representative and Investment Advisor Representative of Raymond James Financial Services Advisors, Inc. Neil provides financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. Neil also provides consulting and education to individuals and organizations on a fixed or hourly rate basis.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
09/10/2009 - Present
Raymond James Financial Services Advisors, Inc. (PALM HARBOR FL)
FL
01/01/2008 - 04/22/2008
WACHOVIA SECURITIES, LLC (CLEARWATER FL)
FL
04/16/1985 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLEARWATER FL)
NA
05/25/1984 - 02/01/1985
DEAN WITTER REYNOLDS INC.
BOTH
Issued 12/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Neil Vanleeuwen is the right advisor for you? Invested Better is here to help.
