Unclaimed
Neville McGilchrist is a financial advisor with over 10 years of experience in the financial services industry. Neville is currently registered with Fidelity Brokerage Services LLC. Neville previously worked at PRINCOR FINANCIAL SERVICES CORPORATION. Neville holds a Series 6, 7, 9, 10, 63 and 65 licenses. Neville is registered in Colorado, Massachusetts, Texas, and Utah.
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.
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.
1
2
CO
03/13/2015 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
03/27/2012 - 03/10/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Denver CO)
IA
Issued 06/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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