Unclaimed
Neill Turner is an investment advisor representative with Park Avenue Securities LLC, based in Greenwood Village, Colorado. Neill has been in the securities industry since August 5, 2014 and holds Series 7 and Series 66 licenses. Neill works with a wide range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Neill is also a yoga instructor, insurance sales representative, and podcast co-creator. Neill's areas of specialization include financial planning, portfolio management for individuals, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
11/14/2022 - Present
Park Avenue Securities LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 04/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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