Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer O'Neil is a financial advisor with over 15 years of experience in the financial services industry. Jennifer is currently registered with Osaic Wealth, Inc. in Farmington, Connecticut. Jennifer has a wide range of experience in the financial services industry and has held previous positions with Securities America, Inc., P.J. Robb Variable Corporation, AXA Distributors, LLC, and MetLife Investors Distribution Company. Jennifer holds Series 6, Series 63, and SIE licenses. Jennifer specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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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CT
06/14/2024 - Present
Osaic Wealth, Inc. (Farmington CT)
CT
05/19/2021 - 06/14/2024
SECURITIES AMERICA, INC. (Farmington CT)
CT
06/08/2015 - 06/11/2020
P.J. ROBB VARIABLE CORPORATION (FARMINGTON CT)
NC
02/09/2006 - 08/28/2013
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CT
01/05/2006 - 02/06/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)
BC
Issued 11/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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