Overview

My name is Mike Neft and I am the managing partner of Duke & Duke Wealth Management, which is a wholly owned subsidiary of Secure Retirement Strategies in Doylestown, PA.
We are a retirement planning company that is looking to purchase a practice in the Philadelphia area.
I have my series 65, and formerly was an executive for a large Wall Street Firm. I have been a FINRA arbitrator(25 years) and a member of the NYSE Disciplinary Hearing Board (10 years).

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...