Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Richardson is a financial advisor with Edward Jones in Urbana, Illinois. Neil has been in the financial industry since 2005, and has experience with both investment advisory and broker-dealer services. Neil has registrations in 27 states, and holds Series 63, Series 66 and Series 7 licenses. He is also registered as an Investment Advisor Representative in Illinois and Texas. Neil has worked at Northwestern Mutual Investment Services, LLC, and previously held a branch manager position at Edward Jones. Neil provides financial planning, portfolio management, and selection of other advisers services to individuals, corporations, and businesses. He is affiliated with Edward Jones, which manages over $825 billion in client assets.
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.
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.
See schedule d - miscellaneous
1
2
IL
08/25/2014 - Present
Edward Jones (URBANA IL)
IL
09/27/2005 - 03/15/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHAMPAIGN IL)
BOTH
Issued 03/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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