Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Adams is a financial advisor with Copeland Capital Management, LLC. Neil has been in the industry since 2011 and is registered with the states of Massachusetts and Pennsylvania. Neil has a strong track record of providing investment advice to individuals, businesses, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/11/2019 - Present
Copeland Capital Management, LLC (Wellesley MA)
NE
02/12/2016 - 12/31/2021
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MA
10/01/2012 - 12/03/2015
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NH
08/26/2011 - 09/25/2012
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 04/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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