Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Sternberg is a financial advisor with over 15 years of experience in the industry. Neil is currently registered with PFS Investments Inc. and holds Series 6, 63, 65, 26 and SIE licenses. Neil's background includes previous roles at PFS Investments Inc. and Primerica Financial Services. Neil specializes in providing portfolio management services for individuals. Neil's experience and qualifications make him a valuable resource for clients seeking financial guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/07/2023 - Present
PFS Investments Inc. (BLOOMINGDALE IL)
MI
06/11/2008 - 12/31/2014
PFS INVESTMENTS INC. (SOUTHFIELD MI)
IA
Issued 01/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/05/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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