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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Oneill is an investment advisor representative with Brown Advisory and is registered with the state of Delaware. Jeanne has been in the industry since 1983 and has worked for several firms including Wells Fargo Advisors, LLC, BT Alex. Brown Incorporated and Alex. Brown & Sons Incorporated. Jeanne has passed the Series 66, Series 63, Series 8, Series 7, and SIE exams and is currently associated with Brown Advisory's Wilmington and Baltimore branch offices. Jeanne specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DE
10/08/2015 - Present
Brown Advisory (Wilmington DE)
MD
05/27/2013 - 10/07/2015
BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)
DE
10/29/2007 - 07/11/2011
WELLS FARGO ADVISORS, LLC (GREENVILLE DE)
MD
09/01/1997 - 08/21/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
06/06/1985 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NA
12/13/1983 - 04/22/1985
DEAN WITTER REYNOLDS INC.
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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