Unclaimed
Neil Plein is a registered Investment Advisor Representative with Aldrich Wealth LP. Neil has been in the industry since January 2012 and is licensed in Oregon and California. Neil is experienced in providing financial planning, portfolio management for individuals and businesses, as well as pension consulting and selection of other advisors. Neil has passed the Series 7 and Series 66 exams.
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.
Tax services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OR
06/03/2013 - Present
Aldrich Wealth LP (LAKE OSWEGO OR)
OR
09/21/2010 - 11/24/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
BOTH
Issued 10/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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