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 professional with over 20 years of experience in the industry. Neil is currently registered with Eagle Strategies LLC and holds multiple licenses and designations including the Series 7, 6, 63, and 65, as well as the Certified Financial Planner and Chartered Financial Consultant designations. Prior to joining Eagle Strategies LLC, Neil was affiliated with Commonwealth Financial Network, J.P. Morgan Securities LLC, Equitable Advisors, LLC, MML Investors Services, LLC, and MSI Financial Services, Inc. Neil specializes in providing financial planning, portfolio management, and investment advisory services 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.
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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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 04/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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