Neil Maggi (CRD# 6148668) is an Investment Advisor Representative working at Trendscast Financial LLC in Eighty Four, PA and has over 11 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Maggi Retirement Planning | Eighty Four, PA | Jan 2018 - Current | 6 |
Marley Financial Services, Inc. | Eighty Four, PA | Dec 2016 - Current | 7 |
America's Benefit, Inc. | Eighty Four, PA | Jul 2013 - Current | 10 |
Trendscast Financial LLC | Eighty Four, PA | Feb 2013 - Current | 11 |
Asset Wealth Management | Delray Beach, FL | Feb 2010 - Sep 2021 | 11 |
Mine Marketing LLC | Eighty Four, PA | Jun 2008 - Dec 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- CA
- FL
- PA
- TN
- TX
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts289ACCOUNTS
-
Average Account Value$59,711
- 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
- Pension consulting services
CA, FL, PA, TN, TX
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