Neal Regino
Partner and Financial Advisor at Evolution Financial Group
- Role
- Partner and Financial Advisor at Evolution Financial Group
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Partner and Financial Advisor
Dec 2015 — Present · Philadelphia, PA, US
Office:(61••••••00Personal:(215) O. Regino is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc, Member FINRA/SIPC, Rose Tree Corporate Center II, 1400 North Providence Road, Suite 3007, Media, PA 19••••••••00, a Broker/Dealer and Registered Investment Adviser, Evolution Financial Group is independent of Equity Services, Inc.I am licensed to sell securities in PA. I am also licensed to sell insurance in PA. An \"endorsement\" of this individual is not a referral of him for investment advisory services.TC92•••••16)P
Education
The Shipley School
High School
2000 — 2003
Muhlenberg College
Bachelor’s Degree, Business Administration and Management, General and Studio Art
2003 — 2007
Skills
- Mutual Funds
- Risk Management
- Crpc
- Finance
- Series 65
- Alternative Investments
- Life & Health Insurance Licenses
- Financial Analysis
- Financial Modeling
- Asset Managment
- Investments
- Series 63
- Retirement Planning
- Fundraising
- Non-Profits
- Equities
- Securities
- Financial Services
- Series 7
- Retirement
- Strategic Financial Planning
- Business Analysis
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