Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick A. Neef is a financial advisor registered with J.p. Morgan Securities LLC, located in Carmel, Indiana. Nick is also registered in Maryland. Nick has been in the financial services industry since 2011. Nick has passed the Series 6, Series 63, and SIE exams. Nick specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Nick's previous experience includes working as a financial advisor with NYLIFE Securities LLC.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
11/15/2018 - Present
J.p. Morgan Securities LLC (CARMEL IN)
IN
09/09/2011 - 10/24/2018
NYLIFE SECURITIES LLC (CARMEL IN)
BC
Issued 10/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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