Unclaimed
Neil Michael Reems is a financial advisor at Cetera Investment Advisers LLC, based in Cleveland, Georgia. Neil has over 10 years of experience in the financial services industry and is registered with the state of Georgia and Texas as an investment advisor representative. Prior to joining Cetera Investment Advisers LLC, Neil worked as a financial advisor for SunTrust Investment Services, Inc. and Woodmen Financial Services, Inc. Neil holds Series 7, Series 63, and Series 65 securities licenses. Neil Michael Reems is committed to providing personalized financial advice to individuals, families, and businesses.
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
GA
01/24/2023 - Present
Cetera Investment Advisers LLC (CLEVELAND GA)
GA
08/20/2012 - 06/17/2013
SUNTRUST INVESTMENT SERVICES, INC. (GAINESVILLE GA)
GA
01/04/2010 - 07/03/2012
WOODMEN FINANCIAL SERVICES, INC. (CORNELIA GA)
MO
03/31/2008 - 06/03/2008
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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