Erin Jane Neil
Fondatore presso Pacific Wealth Strategies Group, Inc.
Profilo
Ms. Erin J.
Neil is a President & Chief Compliance Officer at Pacific Wealth Strategies Group, Inc. She founded the Investment Advisory Firm in September 2007.
Currently Ms. Neil is a Investment Advisor Representative with PWSG.
Prior to founding PWSG, Ms. Neil worked as a specialist in Alternative Investments and Due Diligence, specializing in real estate, oil and gas, commodities, hedge funds and 1031 Exchange products.
Ms. Neil has been in the securities industry since 1998, beginning her career as a Financial Advisor with Prudential Securities, in Phoenix, Arizona.
In February, 2007, Ms. Neil relocated to Santa Barbara, California and expanded her retail practice.
She is a graduate of Arizona State University with a B.A.
in Political Science and a B.A.
in Women’s Studies.
In 2006 Ms. Neil completed her Master’s in Business Administration from the University of Phoenix.
Ms. Neil holds the following licenses: Series 4, 7, 9, 10, 24, 63, 66 and CA insurance license # 0G61889.
Posizioni attive di Erin Jane Neil
Società | Posizione | Inizio |
---|---|---|
Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group, Inc. Investment ManagersFinance Pacific Wealth Strategies Group, Inc. (PWSG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by Erin J. Neil in 2007. PWSG provides proactive wealth management and financial planning strategies to high net-worth families. | Fondatore | 01/09/2007 |
Formazione di Erin Jane Neil
Arizona State University | Undergraduate Degree |
University of Phoenix | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group, Inc. Investment ManagersFinance Pacific Wealth Strategies Group, Inc. (PWSG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by Erin J. Neil in 2007. PWSG provides proactive wealth management and financial planning strategies to high net-worth families. | Finance |
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