Unclaimed
Neil Robert Kitchie is a financial advisor with over 30 years of experience in the industry. Neil is currently registered with LPL Financial LLC and has been with the firm since June 1996. Neil is also a Registered Investment Advisor in Illinois and Texas. Prior to joining LPL Financial, Neil worked at Chase Manhattan Investment Services, Inc. and Prudential Securities Incorporated. Neil has a wide range of experience in the financial services industry, including securities, commodities, and insurance. Neil is committed to providing his clients with personalized financial advice and services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
06/03/2010 - Present
LPL Financial LLC (CHICAGO IL)
IL
11/07/1991 - 06/28/1996
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
11/20/1985 - 09/13/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/10/1991
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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