Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Horowitz is a financial advisor with Truist Advisory Services, Inc., a firm that manages over $61 billion in assets. Neil has over 20 years of experience in the financial services industry. Neil is a Registered Representative and Investment Advisor Representative and holds Series 3, 6, 7, and 66 licenses. Neil provides financial planning, investment management, and portfolio management 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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
10/04/2018 - Present
Truist Advisory Services, Inc. (SAINT PETERBURG FL)
FL
03/11/2016 - 07/18/2017
SUNTRUST INVESTMENT SERVICES, INC. (PALM HARBOR FL)
FL
04/13/2015 - 09/10/2015
FIFTH THIRD SECURITIES, INC. (TAMPA FL)
FL
10/23/2009 - 03/30/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
FL
11/02/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
FL
09/08/2005 - 09/15/2006
WACHOVIA SECURITIES, LLC (ST. PETERSBURG FL)
MO
02/12/2001 - 01/06/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MI
04/14/2000 - 01/10/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 06/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/20/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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