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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Andrew O'Neill is a financial advisor registered with Cetera Investment Advisers LLC. Edward has been in the financial services industry since 2001. He has licenses for Series 6, 63 and SIE exams. Edward has 14 state registrations and two IA registrations. He has held registrations for 22 years in states including, but not limited to: Arizona, Colorado, Connecticut, Florida, Georgia, Maryland, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. He is also registered as an Investment Advisor Representative in Texas and New York. Edward has experience with a variety of clients including: high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
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
NY
03/30/2022 - Present
Cetera Investment Advisers LLC (WESTBURY NY)
CT
11/30/2001 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BC
Issued 12/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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