Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Park is a financial advisor with J.P. Morgan Securities LLC in San Jose, California. Neil has been in the financial industry since 2015 and is registered with FINRA and the state of California. Neil has passed the Series 6, 63 and SIE exams. Neil has a strong background in financial planning and portfolio management. Neil specializes in providing 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
06/18/2021 - Present
J.p. Morgan Securities LLC (SAN JOSE CA)
CA
04/10/2015 - 11/15/2017
J.P. MORGAN SECURITIES LLC (SUNNYVALE CA)
BC
Issued 09/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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