Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michael O'Neill is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Boulder, Colorado. Christopher has been in the financial services industry since 2002. Christopher holds Series 7, 24 and 66 licenses. Christopher has prior experience at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and CHASE INVESTMENT SERVICES CORP.. Christopher has also worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and AXA ADVISORS, LLC. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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
CO
04/16/2019 - Present
Raymond James Financial Services Advisors, Inc. (BOULDER CO)
CO
03/21/2019 - 04/18/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BOULDER CO)
CO
06/04/2010 - 03/20/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BOULDER CO)
CO
08/11/2006 - 06/07/2010
CHASE INVESTMENT SERVICES CORP. (BOULDER CO)
CO
04/28/2004 - 08/07/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
NY
06/04/2003 - 03/26/2004
AXA ADVISORS, LLC (NEW YORK NY)
MN
09/10/2002 - 06/10/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 09/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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