Years of Experience
5-20+ Years
ALEXANDRIA, VA
2 Years Experience
0 Disclosures
ADVISOR BIO
Neal Michael Rodin is a financial advisor with Fidelity Personal And Workplace Advisors. Neal is a registered representative with 2 years of experience in the financial services industry. Neal holds a Series 7TO and SIE licenses. Neal is licensed and registered to provide securities and investment advisory services in 54 states and jurisdictions. Neal specializes in providing financial planning, education seminars, and portfolio management services to individuals and businesses.
SPECIALIZATIONS
VIRGINIA BEACH, VA
26 Years Experience
0 Disclosures
ADVISOR BIO
Neal Richards is a financial advisor with Fidelity Personal And Workplace Advisors. Neal is active in both the broker-dealer and investment advisor spaces. Neal Richards has been in the industry since 1999 and has held multiple licenses and registrations over the years. Neal Richards is currently registered to provide investment advice in Texas and Virginia. Neal has passed numerous industry exams, including the Series 7, Series 9, Series 10, and Series 63. Neal Richards is also a registered representative with Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is a large firm that provides investment advice to a variety of clients, including individuals, businesses, and institutions. The firm's primary focus is on providing personalized financial planning and investment management services.
SPECIALIZATIONS
VIENNA, VA
23 Years Experience
0 Disclosures
ADVISOR BIO
Nedra Overall Agnew is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Vienna, Virginia. Nedra has been in the financial services industry since 2002 and has been with Merrill Lynch for over 10 years. Nedra is a registered representative in Virginia and Texas and holds Series 7, 66 and SIE licenses. She has a strong record of success in helping clients achieve their financial goals. Nedra specializes in portfolio management for individuals and businesses, as well as pension consulting. She also provides financial planning and educational seminars to her clients.
SPECIALIZATIONS
Virginia Beach, VA
0 Disclosures
ADVISOR BIO
Neely Elstrodt is a financial advisor at October Effect Ltd., a firm that provides financial planning, portfolio management for individuals, and pension consulting services. Neely has been in the industry since January 2007 and holds Series 66, Series 7, and SIE licenses. Neely Elstrodt has experience working with both individual and institutional clients and has a track record of providing sound financial advice.
SPECIALIZATIONS
VIRGINIA BEACH, VA
17 Years Experience
0 Disclosures
ADVISOR BIO
Neeraj Agarwal is a financial advisor with Cambridge Investment Research Advisors, Inc. Neeraj has been in the financial services industry since 2008. Neeraj holds the Series 6, Series 7, Series 63, and Series 65 licenses. Neeraj is also a Certified Financial Planner and a Chartered Financial Consultant. Neeraj has worked for several firms including Lincoln Financial Securities Corporation and Hornor, Townsend & Kent, Inc. Neeraj is registered in Florida, Minnesota, New York, Ohio, Texas, Virginia, and the Virgin Islands. Neeraj specializes in financial planning, portfolio management, and retirement planning.
SPECIALIZATIONS
HERNDON, VA
17 Years Experience
0 Disclosures
ADVISOR BIO
Neetu Kohli is an investment advisor representative with Northwest Financial Advisors LLC, a firm based in Herndon, Virginia. Neetu has been working in the financial services industry since 2008 and holds a Series 6, 7, 10, 24, 63, and 65 licenses. Neetu has experience working with clients of all types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Neetu provides a range of financial services, including financial planning, portfolio management, and investment advisory services. Neetu is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
Sterling, VA
3 Years Experience
2 Disclosures
ADVISOR BIO
Neftali Ernesto Saca argueta is a registered representative with J.p. Morgan Securities LLC and has been in the industry since March 21, 2022. Neftali Ernesto is currently registered in District of Columbia, Maryland, and Virginia. Neftali Ernesto holds the Series 6TO, SIE, and Series 63 licenses. Neftali Ernesto Saca argueta specializes in investment company and variable contracts, options, mutual funds, and retirement planning.
SPECIALIZATIONS
FALLS CHURCH, VA
28 Years Experience
0 Disclosures
ADVISOR BIO
Nehalkumar Rohitkumar Thaker is a financial advisor with Edward Jones. Nehalkumar Thaker has been in the industry since September 4, 1996. Nehalkumar Thaker is registered in Virginia and Texas. Previously, Nehalkumar Thaker was a financial advisor with VOYA FINANCIAL ADVISORS, INC., VALIC FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC, CITICORP INVESTMENT SERVICES, CIGNA FINANCIAL SERVICES, INC., and AETNA INVESTMENT SERVICES, INC..
SPECIALIZATIONS
MCLEAN, VA
16 Years Experience
0 Disclosures
ADVISOR BIO
Neiesha Ivy Samuel is a financial advisor with Wells Fargo Clearing Services, LLC. Neiesha has been in the industry since 2009 and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Neiesha holds Series 6, 7, 63, and 65 licenses. Neiesha is registered to provide investment advisory services in 53 states and the District of Columbia. Neiesha's current employment is with Wells Fargo Clearing Services, LLC. Previously, Neiesha worked for Wachovia Bank, N.A. and Wells Fargo Advisors LLC.
SPECIALIZATIONS
Alexandria, VA
37 Years Experience
0 Disclosures
ADVISOR BIO
Neil Goetzman is a financial advisor with Raymond James Financial Services Advisors, Inc. Neil has been in the financial industry since 1987 and has a wide range of experience in providing financial advice. Neil is licensed to provide investment advice in Virginia and Texas. Neil has a wide range of designations and has experience in providing a variety of financial services including, but not limited to, financial planning, pension consulting, educational seminars, and selection of other advisors. Neil is committed to providing his clients with the highest level of service and expertise.
SPECIALIZATIONS