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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Oneill is a financial advisor at Beacon Pointe Advisors, LLC. Heather has been a financial advisor for over 30 years. She is a Certified Financial Planner and a Chartered Financial Consultant. Heather helps individuals, families, and businesses achieve their financial goals. Her experience includes working with clients on a variety of financial matters, including retirement planning, college savings, investment management, and estate planning. Heather has worked for a variety of firms during her career, including FSC Securities Corporation, LINSCO/Private Ledger Corp., and American Express Financial Advisors Inc. She has a strong understanding of the financial markets and a commitment to providing her clients with personalized financial advice.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
01/30/2023 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
MI
07/08/1998 - 01/09/2023
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
SC
01/05/1996 - 08/19/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
04/04/1991 - 01/08/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/04/1991 - 01/08/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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