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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 Oneill is a financial advisor with Cetera Investment Advisers LLC in FRISCO, TX. David has been a registered representative since 1987 and has experience in the industry. David is a CERTIFIED FINANCIAL PLANNER™. David has a background in various financial services, including investment services, real estate, and mortgage loan origination. David is registered with the state of Texas, and with FINRA.
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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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 8/2/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/30/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 3/20/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 3/12/1987
Series 4 - Registered Options Principal Examination
BC
Issued 2/26/1987
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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