Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Bourgeois is a financial advisor with over 38 years of experience in the financial services industry. Neil is currently registered with Osaic Wealth, Inc. Neil is a Certified Financial Planner™ professional and holds Series 6, 7, 22, and 63 licenses. Neil has experience working with a variety of clients, including individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans.
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.
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.
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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (CINCINNATI OH)
OH
03/12/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (CINCINNATI OH)
OH
09/28/1989 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
PA
04/08/1987 - 09/25/1989
CIGNA SECURITIES, INC. (RADNOR PA)
NA
12/10/1985 - 05/02/1987
SMA EQUITIES, INC.
BC
Issued 07/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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