Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neven? Claim Your ProfileNeven Zelich is an investment advisor representative who has been in the financial industry since November 7, 1988. Neven is currently registered with Ameriprise Financial Services, LLC, and has a branch office located in North Canton, Ohio. Neven Zelich's areas of expertise include asset allocation services, financial planning, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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
OH
09/26/2017 - Present
Ameriprise Financial Services, LLC (North Canton OH)
OH
07/14/2010 - 09/25/2017
MID ATLANTIC CAPITAL CORPORATION (AKRON OH)
OH
03/12/2004 - 07/16/2010
UBS FINANCIAL SERVICES INC. (CANTON OH)
NY
10/24/1990 - 03/22/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/23/1988 - 09/07/1990
HOME LIFE INSURANCE COMPANY
CT
09/23/1988 - 09/07/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 04/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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