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Christopher Oneill is an investment advisor representative with Cetera Investment Advisers LLC. Christopher Oneill has been in the industry since February 1, 2022. Christopher Oneill's registration is active in Utah and several other states. Christopher Oneill offers a range of financial advisory services to individuals, businesses, and institutions. These include financial planning, portfolio management, pension consulting, and educational seminars. In addition to being a financial advisor, Christopher Oneill is also a freelance journalist and a contributing writer.
SALT LAKE CITY, UT
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.
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.
1
2
UT
07/15/2024 - Present
Cetera Investment Advisers LLC (SALT LAKE CITY UT)
PA
05/03/2023 - 06/04/2024
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
BC
Issued 7/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 9/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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