linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Michael Oneill

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Michael Oneill

Jeffrey Michael Oneill is a financial advisor with Eagle Strategies LLC, a registered investment advisor headquartered in New York, NY. Jeffrey has been in the financial services industry since January 2018. Jeffrey has a Series 7, Series 63, Series 66, and Series 24 license. Jeffrey provides financial planning, pension consulting, educational seminars, portfolio management for individuals, and selection of other advisors. Jeffrey has been registered with FINRA since June 2023. Jeffrey is also a volunteer coach for FourBlock DC, a non-profit organization that helps returning service members and military spouses transition to civilian careers.

Firm Information

Jeffrey Oneill is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

6905 ROCKLEDGE DRIVE

BETHESDA, MD 20817

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Oneill’s Registration & Firm History

MD

06/14/2023 - Present

Eagle Strategies LLC (BETHESDA MD)

Not sure if Jeffrey Michael Oneill is right for you?

Licenses & Designations

BOTH

Issued 6/9/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/8/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/24/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/23/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Michael Oneill.
Not sure if Jeffrey Michael Oneill is right for you?