Unclaimed
Andrew O'Neill is a financial advisor with over 17 years of experience in the industry. Andrew is currently registered with Gradient Securities, LLC and is licensed to provide investment advice and securities services in several states. Andrew has a strong focus on helping individuals and families meet their financial goals through financial planning and portfolio management. Prior to joining Gradient Securities, LLC, Andrew held positions at ING Financial Partners, Inc., GLP Investment Services, LLC and Waddell & Reed, Inc. Andrew is also a board member for Community Kids, a ministry that serves the inner city.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
03/11/2015 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
MI
12/05/2008 - 06/10/2011
ING FINANCIAL PARTNERS, INC. (ROCKFORD MI)
MI
01/31/2007 - 11/26/2008
GLP INVESTMENT SERVICES, LLC (LAKE ODESSA MI)
MI
06/02/2006 - 02/05/2007
WADDELL & REED, INC. (GRAND RAPIDS MI)
IA
Issued 08/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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