Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad O'Neil is a financial advisor based in Stamford, CT. Chad has been in the financial industry since 2019. He is currently registered with AMG Distributors, Inc., a firm that provides financial services to individuals and businesses. Previously, Chad worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA. Chad is licensed to sell securities in Connecticut and Massachusetts and has passed several industry exams including Series 66, Series 7TO, and Series 6TO.
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.
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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CT
11/23/2021 - Present
AMG Distributors, Inc. (STAMFORD CT)
MA
03/01/2019 - 08/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 06/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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