Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Nirelli is a registered representative with Cadaret, Grant & CO., Inc. Neil has been in the industry since July 1989. Neil is a registered representative in Arizona, California, Florida, Georgia, New York, and North Carolina and holds the Series 63, Series 7 and SIE licenses. Neil is currently registered with Cadaret, Grant & CO., Inc. as an Investment Advisor Representative (IAR). Neil has been registered with Cadaret, Grant & CO., Inc. since May 2021. Neil is also a registered representative with Cadaret, Grant & CO., Inc. in New York. In addition to being a registered representative, Neil also has a license to sell life, accident and health insurance in the state of New York. Neil has worked with individuals, corporations and institutions, providing a range of financial planning and investment advice. Neil has been a registered representative with Securities & Investment Advisors, Inc. since April 1994. Prior to joining Cadaret, Grant & CO., Inc., Neil was a registered representative with MLB INVESTMENTS, LTD. from July 1989 to September 1990.
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.
1
2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (CANASTOTA NY)
NA
07/19/1989 - 09/25/1990
MLB INVESTMENTS, LTD.
BC
Issued 08/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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