Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Oneill is an investment advisor representative currently registered with Cetera Investment Advisers LLC. Christopher has been in the industry since 2022. Christopher is also a freelance journalist and an assistant at Fifth and Forbes Financial. Christopher is registered in 13 states, including California, Florida, Georgia, Massachusetts, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Utah, and Virginia. Christopher is also registered as an investment advisor representative in Utah. Christopher holds Series 63, Series 65, Series 7TO, and SIE licenses. Christopher specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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 07/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Christopher Oneill is the right advisor for you? Invested Better is here to help.
