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Brian Jeffrey O'Neil

Alliance-ONE Investments, LLC

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About Brian Jeffrey O'Neil

Brian O'Neil is a financial professional with over 15 years of experience in the industry. Brian currently holds a Series 6 license and is affiliated with Alliance-ONE Investments, LLC. Brian has previously worked at MetLife Investors Distribution Company and New England Securities.

Firm Information

Brian O'Neil is currently registered with Alliance-ONE Investments, LLC. Alliance-ONE Investments, LLC is a Limited Liability Company formed on October 20, 2016. The firm is registered with the SEC and has one approved registration.

Not reported

Assets Under Management

Not reported

Total Clients

428

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brian O'Neil’s Registration & Firm History

OK

08/11/2017 - Present

Alliance-ONE Investments, LLC (Tulsa OK)

CT

06/01/2006 - 08/11/2017

METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)

CT

10/29/2012 - 12/04/2014

NEW ENGLAND SECURITIES (BLOOMFIELD CT)

CA

08/19/2005 - 06/08/2006

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Jeffrey O'Neil.
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