ADVISOR BIO

Neil Konigsberg is a financial advisor at UBS Financial Services Inc. with over 35 years of experience in the industry. Neil is a registered representative in multiple states and offers a range of services including financial planning, portfolio management, and investment advisory. Neil has previously worked at Lehman Brothers Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Neil Scheinbart is a financial advisor at Wells Fargo Clearing Services, LLC. Neil has been in the industry since 1985 and holds a Series 3, 7, and 63 license. Neil provides investment advisory services and financial planning to individuals, businesses, and charitable organizations. Neil is registered with FINRA and the SEC as a registered representative and investment advisor.

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ADVISOR BIO

Neil Kristian Fluken is an investment advisor representative with LPL Financial LLC, based in San Mateo, CA. Neil has been in the financial services industry since 2001 and has a broad range of experience in providing financial planning, investment management and other services to a wide variety of clients, including high-net-worth individuals, corporations, and retirement plans. Neil is also a CERTIFIED FINANCIAL PLANNER™ professional. Neil is dedicated to helping clients achieve their financial goals. In addition to LPL Financial, Neil has previously worked with Securian Financial Services, Inc.

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ADVISOR BIO

Neil Hunter-smith is a financial advisor with Raymond James Financial Services Advisors, Inc. based in San Ramon, CA. Neil has been in the financial services industry for over 1 year. Neil has a Series 7, Series 63, and Series 65 licenses. Neil previously worked at NYLIFE SECURITIES LLC. Neil is also an associate with Summit Financial Group, LLC.

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ADVISOR BIO

Neil Howard Pettes is a financial advisor with over 27 years of experience in the industry. Neil is currently registered with LPL Financial LLC. Prior to joining LPL Financial, Neil was affiliated with Cambridge Investment Research, Inc. Neil is also registered as an Investment Advisor Representative in Pennsylvania and Texas. Neil is a dedicated professional with a strong commitment to providing personalized financial advice and guidance.

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ADVISOR BIO

Neil Park is a financial advisor with J.P. Morgan Securities LLC in San Jose, California. Neil has been in the financial industry since 2015 and is registered with FINRA and the state of California. Neil has passed the Series 6, 63 and SIE exams. Neil has a strong background in financial planning and portfolio management. Neil specializes in providing financial advice to individuals, families, and businesses.

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ADVISOR BIO

Neil Patrick Ryan is a financial professional with over 4 years of experience in the financial services industry. Neil is currently registered with LPL Financial LLC and holds Series 63, 24, SIE, and Series 7 licenses. Neil has previously worked at Securian Financial Services, Inc. and CRI Securities, LLC. Neil is registered to provide investment advice in California, Minnesota and South Dakota.

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ADVISOR BIO

Neil Greenberger is a financial advisor currently registered with Citigroup Global Markets Inc. Neil is registered in California as an Investment Advisor Representative. Neil has over 20 years of experience in the financial services industry. Neil previously worked at CITICORP INVESTMENT SERVICES, EVEREN CLEARING LLC, PAINEWEBBER INCORPORATED, CHADWICK SECURITIES, INC., WENTWORTH SECURITIES, INC. and REMINGTON SECURITIES, INC..

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ADVISOR BIO

Neil R. Yelland is an investment advisor representative with Edward Jones. Neil has been in the financial industry for over 5 years. Neil is registered with the state of California and Texas. Neil's firm has over 19,000 employees, manages more than $824 billion in assets and provides a variety of financial services to its clients, including financial planning, portfolio management and pension consulting.

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ADVISOR BIO

Neil Holmes is a financial professional with over 6 years of experience in the industry. Neil is a registered representative with Wells Fargo Clearing Services, LLC. Neil has Series 6, 7, and 63 licenses and the SIE exam. Neil is registered in California and Minnesota. Neil provides investment consulting services to institutional clients as well as financial planning and portfolio management services for individuals and businesses. Neil also provides selection of other advisors and pension consulting services.

SPECIALIZATIONS