Years of Experience
5-20+ Years
Pleasanton, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Neil Douglas Menzies is a financial advisor with Morgan Stanley. Neil has been in the industry since 1999 and is registered in 43 states. He has experience with a variety of clients, including individuals, corporations, and institutions. Previously, Neil worked at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Neil holds several securities licenses, including Series 7, Series 31, and Series 66.
SPECIALIZATIONS
SAN FRANCISCO, CA
37 Years Experience
2 Disclosures
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.
SPECIALIZATIONS
SAN DIEGO, CA
6 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
WESTLAKE VILLAGE, CA
42 Years Experience
0 Disclosures
ADVISOR BIO
Neil Eric Elmouchi is a financial professional with over 40 years of experience in the industry. He is currently an Investment Advisor Representative at Sageview Advisory Group, LLC. Neil has held various positions at several financial institutions, including LPL Financial LLC, Alliance Advisory & Securities, Inc., and Lincoln Financial Advisors Corporation. Neil is a Chartered Financial Consultant and has held multiple licenses and registrations throughout his career, including Series 6, 7, 22, 24, 31, 63, and 65. Neil is dedicated to providing clients with comprehensive wealth planning and investment management services.
SPECIALIZATIONS
SAN DIEGO, CA
42 Years Experience
0 Disclosures
ADVISOR BIO
Neil Werberig is a registered representative with Madison Avenue Securities, LLC. He is also a registered investment advisor representative for Maximum Asset Strategies. Neil is a highly experienced financial professional, having been in the industry since 1982. He offers a wide range of services, including financial planning, portfolio management, and selection of other advisors. Neil's primary business focus is on working with high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
CHICO, CA
5 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
WOODLAND HILLS, CA
40 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
WESTLAKE VILLAGE, CA
0 Disclosures
ADVISOR BIO
Neil Tobias Unger is an investment advisor representative at Alliance Advisory & Securities, LLC. Neil has been in the industry since 2010. Neil is licensed to provide investment advisory services in California. Neil holds a Series 65 license. Neil specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
SPECIALIZATIONS
Redding, CA
20 Years Experience
1 Disclosures
ADVISOR BIO
Neil Christie is a financial advisor with Raymond James Financial Services Advisors, Inc. Neil has been working in the financial services industry since 2004. Neil has a Series 6, 7, 24, 63, and 65 license. Neil is currently registered with Raymond James Financial Services Advisors, Inc. in California, Alaska, Arizona, Colorado, Idaho, Maine, Missouri, Nevada, New Mexico, Ohio, Oregon, Tennessee, Utah, Virginia, Washington, and Wyoming. Neil is also a non-variable insurance agent. Neil has over 15 years of experience in the financial services industry, Neil provides a variety of financial services, including financial planning, portfolio management, and investment advice. Neil is committed to providing his clients with the highest level of service and expertise.
SPECIALIZATIONS
IRVINE, CA
23 Years Experience
0 Disclosures
ADVISOR BIO
Neil Ratwani is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Neil has been in the securities industry since September 10, 2001. Neil is registered in 53 states and has 2 Investment Adviser Representative (IAR) registrations. Neil has also worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Neil is an experienced advisor with a wide range of certifications and experience in the securities industry.
SPECIALIZATIONS