Unclaimed
Jennifer Wright O'Neill is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Piper Sandler & Co. and is a registered representative and investment advisor representative. Jennifer holds Series 7, 9, 10, 63 and SIE licenses. Jennifer has worked in the financial services industry since 2000, previously working at MILLER JOHNSON STEICHEN KINNARD, INC., and JOHN G. KINNARD AND COMPANY, INCORPORATED. Jennifer is licensed in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jennifer has a strong track record of success in providing financial advice to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
03/12/2001 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
MN
01/01/2001 - 02/01/2001
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
03/01/2000 - 01/01/2001
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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