Neven Zelich is a registered investment advisor, based in Richfield, OH, with 37 years of industry experience.
Location
Richfield, OH
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Regulatory History (1)
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Customer Dispute
December 2002Denied
Other Business Activities
Neven is a co-owner of Jenz, LLC and manages the Ameriprise business. This investment-related activity takes about a quarter of his time, with more time spent during trading hours.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
August 2025 - Present · 9 mos
Steward Partners Investment Solutions, LLCBroker
August 2025 - Present · 9 mos
Steward Partners Investment Advisory, LLC
August 2025 - Present · 9 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
September 2017 - August 2025 · 7 yrs 11 mos
Ameriprise Financial Services, LLC
September 2017 - August 2025 · 7 yrs 11 mos
Mid Atlantic Capital CorporationBroker
July 2010 - September 2017 · 7 yrs 2 mos
Mid Atlantic Financial Management, INC.
July 2010 - September 2017 · 7 yrs 2 mos
UBS Financial Services INC.
March 2004 - July 2010 · 6 yrs 4 mos
UBS Financial Services INC.Broker
March 2004 - July 2010 · 6 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 1997 - March 2004 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1990 - March 2004 · 13 yrs 5 mos
Home Life Insurance CompanyBroker
September 1988 - September 1990 · 2 yrs
W. S. Griffith & CO., INC.Broker
September 1988 - September 1990 · 2 yrs
State Registrations24 states
AKALAZCACOCTFLGAILINMAMDMINCNJNYOHPASCTNTXVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.