![Neil Greenberg, financial advisor Coral Springs FL](/img/ws/profile-blank-sq.png)
Neil Greenberg (CRD# 2564000) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Coral Springs, FL and has over 24 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
![Guy Abbanat, financial advisor Coral Springs FL](/img/ws/profile-blank-sq.png)
CRD# 1235698
World Equity Group, Inc.
![Alex Abbenante, financial advisor Coral Springs FL](/img/ws/profile-blank-sq.png)
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Coral Springs, FL | Jul 2020 - Current | 3 |
Securities America Advisors, Inc. | Coral Springs, FL | Jul 2020 - Current | 3 |
Investacorp Advisory Services | Miami Lakes, FL | Jul 2009 - Jul 2020 | 11 |
Investacorp Inc. | Miami Lakes, FL | May 2009 - Jul 2020 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2000 |
S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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