Unclaimed
James O'Neal is a financial professional registered in Georgia and South Carolina. He is currently employed by Allstate Financial Services, LLC and has been in the industry since 2013. James has earned his Series 6, Series 63, and SIE licenses and has experience with investment company products and variable contracts. James has previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company.
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.
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.
1
2
GA
02/14/2015 - Present
Allstate Financial Services, LLC (Augusta GA)
MA
05/25/1994 - 10/31/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/25/1994 - 10/31/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James O'Neal is the right advisor for you? Invested Better is here to help.