Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Filomena is an Investment Advisor Representative with Osaic Wealth, Inc. Neil has been in the industry since 2006 and is registered with the state of New York. Neil is a Chartered Financial Consultant and has experience in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Neil has been with Osaic Wealth, Inc. since 2018 and has previously worked with Signator Investors, Inc., Equity Services, Inc., and Hornor, Townsend & Kent, Inc. Neil is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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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2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
04/08/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
NY
10/18/2011 - 04/04/2014
EQUITY SERVICES, INC. (JERICHO NY)
NY
01/18/2006 - 10/19/2011
HORNOR, TOWNSEND & KENT, INC. (UNIONDALE NY)
IA
Issued 10/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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