Unclaimed
Christopher O'Neill is a financial advisor with over 23 years of experience. Christopher is a Certified Financial Planner, Chartered Financial Consultant, and a Chartered Financial Analyst. He is currently registered with Mesirow Financial Investment Management, Inc., a firm that provides financial services to a diverse clientele, including high-net-worth individuals, corporations, and institutions. Christopher's experience in financial services includes a previous position with W.S. Griffith & Co., Inc. He specializes in financial planning, pension consulting, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
03/28/2006 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
CT
05/13/1996 - 11/09/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 12/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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