Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil R. Shaltakoff is a financial advisor with J.P. Morgan Securities LLC, registered with the state of Connecticut. Neil holds Series 7, 6, 63 and SIE licenses. Neil has been in the industry for 13 years and has previous experience with Euro Pacific Capital, Inc. and Hartford Equity Sales Company Inc. Neil R. Shaltakoff is committed to providing financial guidance to clients, helping them achieve their goals with a variety of services, including financial planning, portfolio management for businesses and individuals, and pension consulting.
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
CT
02/06/2023 - Present
J.p. Morgan Securities LLC (DARIEN CT)
CT
06/27/2011 - 04/17/2012
EURO PACIFIC CAPITAL, INC. (WESTPORT CT)
CT
05/10/2007 - 08/21/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BC
Issued 03/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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