Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher O'Neill is an investment advisor representative with Vanguard Advisers, Inc., a firm with a strong presence in the financial industry. Christopher has been active in the financial services industry since 2010 and holds a variety of licenses and designations, including the Series 7, Series 63, and Series 65 licenses. Christopher also holds the Certified Financial Planner designation. Christopher has experience working at Charles Schwab & Co., Inc. before joining Vanguard Advisers, Inc. Vanguard Advisers, Inc. serves a wide range of clients, including individuals, families, businesses, and institutions. The firm provides a variety of services, including financial planning, investment management, and retirement planning. Christopher specializes in retirement planning and investment management. He is committed to providing his clients with personalized financial advice that meets their specific needs and goals.
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.
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.
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2
AZ
04/17/2017 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
11/10/2010 - 04/03/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 03/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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