Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Mccarthy Egleston is an Investment Advisor Representative who is currently registered with Osaic Wealth, Inc. Neil has been in the industry since 1997 and holds Series 6, 7, 63, and 65 licenses along with the SIE exam. Neil has experience in working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Neil also worked with Northeast Securities, LLC and Lincoln Financial Advisors Corporation in the past.
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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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
08/11/2009 - 11/09/2018
NORTHEAST SECURITIES, LLC (MITCHELFIELD NY)
NY
12/12/2005 - 08/20/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)
NY
12/12/2005 - 04/18/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (SYOSSET NY)
PA
12/10/2004 - 12/21/2005
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
07/28/1997 - 12/08/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/28/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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