Profil
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.
Postes actifs de Erin Jane Neil
| Sociétés | Poste | Début |
|---|---|---|
Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group, Inc. Investment ManagersFinance PWSG aims to help clients maximize efficiency, control, and safety in the management of their wealth. The firm typically constructs each client's account holdings using equities, fixed income products, exchange traded funds (ETFs), open and closed-end mutual funds, and cash instruments to build diversified portfolios. | Fondateur | 01/09/2007 |
Formation de Erin Jane Neil
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Entreprise privées
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Arizona State University
Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Phoenix
University of Phoenix Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group, Inc. Investment ManagersFinance PWSG aims to help clients maximize efficiency, control, and safety in the management of their wealth. The firm typically constructs each client's account holdings using equities, fixed income products, exchange traded funds (ETFs), open and closed-end mutual funds, and cash instruments to build diversified portfolios. | Finance |
















