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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Murman is a financial advisor with Cetera Investment Advisers LLC. Neil has been in the industry for over 20 years and has a strong background in financial planning, portfolio management, and investment advisory services. Neil has a wide range of experience working with individuals, corporations, and charitable organizations. Neil holds the Series 65, Series 63, and Series 7 licenses, and has a demonstrated track record of success in providing personalized financial solutions to meet his client’s needs. Neil is committed to providing exceptional service and building long-lasting relationships with clients.
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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NY
10/25/2024 - Present
Cetera Investment Advisers LLC (UNIONDALE NY)
NY
03/07/2022 - 01/05/2023
ALLSTATE FINANCIAL SERVICES, LLC (Brooklyn NY)
NY
09/15/2021 - 02/03/2022
EQUITY SERVICES, INC. (JERICHO NY)
NY
04/23/2021 - 08/20/2021
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
NY
08/25/1997 - 06/15/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/4/2023
Series 7TO - General Securities Representative Examination
BC
Issued 4/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 9/25/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 8/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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