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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Robert Sosler is a financial advisor with Mariner Wealth. Neil has been in the industry since 2003 and has a variety of experience in the financial services field. He is also a Certified Financial Planner and has extensive experience with a wide range of investment products and services. Neil has a proven track record of success and is committed to helping his clients achieve their financial goals.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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FL
05/20/2021 - Present
Mariner Wealth (CORAL GABLES FL)
FL
04/09/2004 - 07/17/2019
SINGER XENOS SECURITIES, CORP. (CORAL GABLES FL)
KS
06/03/2019 - 06/03/2019
MSEC, LLC (OVERLAND PARK KS)
NY
09/27/2000 - 11/09/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 05/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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