Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Oneal is a Registered Representative and Investment Adviser Representative. John has been in the industry since 1997 and is currently employed by Touchstone Advisors Inc. John previously worked at several other firms including Sun Life Financial Distributors, Inc., Securian Financial Services, Inc., Lincoln Financial Distributors, Inc., Delaware Distributors, L.P., and A. G. Edwards & Sons, Inc. John is registered to provide investment advice and securities services in multiple states including Delaware, District of Columbia, Florida, Maryland, Missouri, Montana, Ohio, Pennsylvania, and Virginia. John has several securities licenses including Series 7, Series 63, Series 65 and SIE. John is also a Managing Partner of JSO Partners, LLC. JSO Partners, LLC is a commercial property company that owns a property that is leased to Starbucks.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
05/04/2019 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
MA
05/15/2006 - 01/13/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MN
01/31/2003 - 04/07/2006
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
PA
12/31/2000 - 08/14/2002
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
11/11/1998 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
MO
12/15/1994 - 09/10/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 07/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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