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Neil Westerduin is an Investment Advisor Representative at Kestra Advisory Services, LLC, with over 30 years of experience in the financial industry. Neil is a licensed investment advisor in New Jersey and is also a Certified Public Accountant. He has expertise in providing financial planning and investment management services to a wide range of clients, including individuals, families, corporations, and charitable organizations. Neil is committed to helping 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.
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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NJ
02/05/2021 - Present
Kestra Advisory Services, LLC (Hawthorne NJ)
IA
Issued 09/09/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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