Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Renner is a financial advisor with over 20 years of experience in the industry. Neil is a Certified Financial Planner and a Chartered Financial Consultant. Neil's current role is with Eagle Strategies LLC. Neil has also worked at several other firms in the past, including Commonwealth Financial Network, J.P. Morgan Securities LLC, Equitable Advisors, LLC, and MML Investors Services, LLC. Neil provides financial planning, pension consulting and educational seminars to individuals, high net worth individuals, corporations and charitable organizations. Neil holds the Series 6, 7, 24, 63 and 65 licenses.
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.
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.
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2
NJ
09/20/2024 - Present
Eagle Strategies LLC (EDISON NJ)
NJ
04/25/2022 - 11/28/2023
COMMONWEALTH FINANCIAL NETWORK (Cranford NJ)
NJ
05/04/2021 - 04/16/2022
J.P. MORGAN SECURITIES LLC (TEANECK NJ)
NJ
04/07/2020 - 04/28/2021
EQUITABLE ADVISORS, LLC (WOODBRIDGE NJ)
NJ
03/25/2017 - 04/08/2020
MML INVESTORS SERVICES, LLC (Iselin NJ)
NJ
01/19/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
CA
01/04/2001 - 06/24/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
07/10/1990 - 11/12/1990
W & D SECURITIES, INC.
NA
10/13/1989 - 07/23/1990
THE DREYFUS SERVICE CORPORATION
NA
06/23/1987 - 07/11/1989
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
IA
Issued 4/3/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/2/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/6/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 1/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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