Christopher Allen Neece

Current Employers

Employment History

• 07/2015 → 10/2016
  Lincoln Financial Advisors Corporation
  Pickerington, OH
• 07/2017 → 11/2018
  Morgan Stanley
  Rochester, MI
• 10/2016 → 07/2017
  Self-Employed (Rehabbing Homes)
  Pickerington, OH
• 07/2017 → 11/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2018 → Present
  Slef Employed Insurance Agent
  Baltimore, OH
• 09/2022 → 01/2024
  Woodbury Financial Services Inc
  Worthington, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Columbus, OH

Previous Registrations

• 2022-12-16 → 2024-01-19
  Woodbury Financial Services, Inc.
  Columbus, OH
• 2017-08-24 → 2018-11-29
  Morgan Stanley
  Rochester, MI
• 2015-07-23 → 2016-11-04
  Osaic Fa, Inc.
  Pickerington, OH
  Radnor, PA
  Fort Wayne, IN
• 2007-09-26 → 2015-07-24
  Missionsquare Retirement
  Washington, DC
• 2007-02-16 → 2007-09-05
  Nationwide Investment Advisors, Llc
  Columbus, OH

Other Businesses

1) CHRISTOPHER A NEECE POSITION: Independent Agent NATURE: Heatlh and Supplemental Insurance to businesses INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2019 ADDRESS: 11460 Woodbridge Ln NW, Baltimore OH 43105, United States DESCRIPTION: Work with businesses to consult on benefit offerings 2) MCCASH FINANCIAL GROUP, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2022 ADDRESS: 1305 Worthington Woods Blvd, Worthington OH 43085, United States DESCRIPTION: Traditional Business to include Life Insurance, Health Insurance, Disability, LTC

Exams

• S66 Uniform Combined State Law Examination
  2022-12-13
• S63 Uniform Securities Agent State Law Examination
  2001-08-10

Other Names

• Christopher Allen Neece
• Chris Neece
• Christopher A Neece