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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Van? Claim Your ProfileVan Raphael Neely is a registered Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Van Raphael Neely has been in the securities industry since 1995. Van Raphael Neely is currently registered with Cambridge Investment Research Advisors, Inc., Cantella & Co., Inc., and Smith Culver Investments. Van Raphael Neely has passed the Series 63, Series 65, Series 7, Series 24, Series 31, and SIE exams. Van Raphael Neely's firm is based in Fairfield, Iowa. Van Raphael Neely's current location is Murrieta, California.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
08/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (Murrieta CA)
CA
09/24/1997 - 12/09/2022
CANTELLA & CO., INC. (MURIETA CA)
CA
05/30/1997 - 08/28/1997
SMITH CULVER INVESTMENTS (SAN FRANCISCO CA)
NY
09/08/1995 - 05/21/1997
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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