Unclaimed
Neil Solina is a registered representative of Cetera Investment Advisers LLC. Neil has been in the securities industry since 2006. Neil holds Series 6, Series 63 and SIE licenses and is currently registered in New York and Texas. Neil also has a history of registrations in several other states including California, Florida, New Jersey, New York, North Carolina, Pennsylvania and South Carolina. Neil has a background in insurance and home audio sales. Neil's specialties include financial planning, portfolio management for individuals and businesses, 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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NY
06/29/2023 - Present
Cetera Investment Advisers LLC (PATCHOGUE NY)
NY
03/09/2011 - 12/20/2013
METLIFE SECURITIES INC. (HAUPPAUGE NY)
GA
01/07/2002 - 12/01/2005
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MA
12/08/2000 - 08/15/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/08/2000 - 08/15/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 06/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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