Unclaimed
Neil Michael Reems is a financial advisor registered with Cetera Investment Advisers LLC. Neil has been working in the financial industry since 2010. Prior to joining Cetera Investment Advisers LLC, Neil worked at SunTrust Investment Services, Inc., Woodmen Financial Services, Inc. and Edward Jones. Neil holds Series 7, Series 63, Series 65 and SIE licenses. Neil is also registered in Alabama, California, Florida, Georgia, Kentucky, North Carolina, South Carolina, South Dakota, Texas. Neil provides financial planning, portfolio management and other advisory services.
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 8/9/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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