Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Archibald Oneill is a financial professional with over 25 years of experience in the financial services industry. John has been a registered representative and investment advisor since 1990 and has held numerous positions with various firms including LPL Financial, Lincoln Financial Securities Corporation, and Princor Financial Services Corporation. John is currently a registered representative with Principal Securities, Inc. John is a Certified Financial Planner and holds several industry designations. John is also the owner of a real estate investment LLC. John specializes in financial planning, pension consulting, and portfolio management for 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
01/24/2023 - Present
Principal Securities, Inc. (WAYNE PA)
PA
07/21/2015 - 02/02/2023
LPL FINANCIAL LLC (WAYNE PA)
PA
03/21/2013 - 07/28/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (ABINGTON PA)
PA
06/28/2006 - 03/15/2013
PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)
PA
06/11/2008 - 07/11/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (ABINGTON PA)
VT
10/05/2004 - 04/12/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
05/25/2001 - 07/27/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
02/07/1994 - 11/10/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/27/1990 - 11/30/1993
VANDERBILT SECURITIES, INC.
NA
06/21/1990 - 08/01/1990
MLB INVESTMENTS, LTD.
BOTH
Issued 07/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1995
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
Not sure John Oneill is the right advisor for you? Invested Better is here to help.
