Years of Experience
5-20+ Years
Arlington, VA
22 Years Experience
0 Disclosures
ADVISOR BIO
Neal Young Lee is a financial advisor with Bahl & Gaynor Inc. Neal has been in the financial services industry since 2003. Neal has a Series 7, Series 6, Series 63, Series 65 and SIE license. Neal is registered to provide investment advice in the District of Columbia, Maryland, North Carolina, and Virginia. Neal has previous experience with Advisors Asset Management, Inc., Legg Mason Investor Services, LLC, Citigroup Global Markets Inc. and T. Rowe Price Investment Services, Inc.. Neal is also a registered representative with Quasar Distributors, LLC which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.
SPECIALIZATIONS
NORFOLK, VA
12 Years Experience
1 Disclosures
ADVISOR BIO
Neal Robert Smith is a financial advisor with over 11 years of experience in the industry. Neal is currently registered with UBS Financial Services Inc. in Virginia and Texas, and holds Series 66, Series 7, and SIE licenses. Neal has a broad range of experience in providing financial advice to a variety of clients, including individuals, businesses, and institutions.
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
29 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
VIENNA, VA
37 Years Experience
0 Disclosures
ADVISOR BIO
Neil Raymond Corey is a financial advisor who has been in the industry since 1988. Neil currently works at Osaic Wealth, Inc. in Vienna, VA. Previously, Neil worked at Signator Investors, Inc. in Vienna, VA and John Hancock Mutual Life Insurance Company in Boston, MA.
SPECIALIZATIONS