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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Oneill is a financial advisor with Cetera Investment Advisers LLC. David has been working in the financial industry since 1987. He is registered with the state of Texas as an investment advisor representative. David has a wide range of experience in the industry. David holds the Series 7, Series 24, Series 52, Series 53, and Series 99TO licenses. He is also a Certified Financial Planner. David works with a wide variety of clients, including individuals, businesses, 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.
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.
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2
TX
02/25/2021 - Present
Cetera Investment Advisers LLC (FRISCO TX)
TX
12/02/2011 - 02/26/2021
AVANTAX INVESTMENT SERVICES, INC. (FRISCO TX)
TX
09/29/2010 - 11/10/2011
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
03/24/1987 - 09/29/2010
H.D. VEST INVESTMENT SERVICES (IRVING TX)
IA
Issued 08/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/20/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/12/1987
Series 4 - Registered Options Principal Examination
BC
Issued 02/26/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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