Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Audrey Oneill is a financial advisor with Raymond James Financial Services Advisors, Inc. Amy has been in the financial industry since February 2014. She is a Certified Financial Planner. Amy's professional experience includes roles at State Farm VP Management Corp., Sandy Vest Insurance Agency and Maryville University. Amy holds a Series 6, 7, 9, 10, 63 and 66 licenses. She has also completed the Securities Industry Essentials (SIE) examination. Amy has offices in Saint Peters, Missouri and is licensed to offer investment advice in Alabama, California, Florida, Georgia, Illinois, Indiana, Kentucky, Missouri, Nevada, Oklahoma, South Carolina, Tennessee, Texas, Virginia and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MO
03/02/2018 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERS MO)
MO
02/06/2014 - 09/11/2015
STATE FARM VP MANAGEMENT CORP. (BARNHART MO)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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