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 a financial advisor with over 20 years of experience in the industry. Christopher has a Series 6, 7, 24, 63 and 65 licenses and is registered as a Broker-Dealer and Investment Advisor in Florida, New Jersey and Pennsylvania. Christopher currently works with TIAA-CREF Individual & Institutional Services, LLC where he has been employed since 2007. Previous to TIAA-CREF Individual & Institutional Services, LLC, Christopher worked with Vanguard Marketing Corporation. Christopher has experience providing financial planning and portfolio management services for individuals, high net worth individuals, corporations and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NJ
12/15/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)
PA
04/09/2004 - 09/10/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 12/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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