Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sydney? Claim Your ProfileSydney Neely is a financial professional with over 10 years of experience in the industry. Sydney is currently registered with PFS Investments Inc. Sydney has been with PFS Investments Inc. since 2016 and previously held positions at the firm in Prescott and Goodyear, Arizona. Sydney is a Series 6 and Series 63 licensed representative, and has a focus on providing financial planning and portfolio management services to individuals.
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.
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.
1
2
AZ
03/24/2016 - Present
PFS Investments Inc. (PHOENIX AZ)
AZ
08/21/2015 - 12/31/2015
PFS INVESTMENTS INC. (PRESCOTT AZ)
AZ
01/07/2010 - 12/31/2014
PFS INVESTMENTS INC. (PRESCOTT AZ)
AZ
01/03/2008 - 12/31/2009
PFS INVESTMENTS INC. (GOODYEAR AZ)
BC
Issued 01/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sydney Neely is the right advisor for you? Invested Better is here to help.
