Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Scott Meissner is a financial advisor registered with B. Riley Wealth Advisors, Inc. Neil has been in the industry since 1989 and has experience in various roles at firms such as Morgan Stanley & Co. Incorporated, Morgan Stanley Smith Barney, and Dominick & Dominick LLC. Neil is currently registered as a Registered Representative in New York and Texas and as an Investment Advisor Representative in New Jersey, New York, and Texas. Neil has a strong background in financial planning, portfolio management, and pension consulting.
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
NY
07/26/2022 - Present
B. Riley Wealth Advisors, Inc. (New York NY)
NY
06/14/2011 - 01/28/2015
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
06/01/2009 - 07/12/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
05/23/1989 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
BOTH
Issued 11/22/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1991
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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