Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josie? Claim Your ProfileJosie Martin Oneill is a financial advisor with J.P. Morgan Securities LLC in Park Ridge, IL. Josie has over 9 years of experience in the financial services industry. Josie holds the Series 6, Series 7, Series 63 and Series 66 securities licenses. Josie has been a registered representative with J.P. Morgan Securities LLC since 2013. Josie is also registered as an investment advisor representative with J.P. Morgan Securities LLC. Josie is a specialist in the areas of individual investment advice, retirement planning, and college savings.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IL
11/02/2022 - Present
J.p. Morgan Securities LLC (Park Ridge IL)
IL
04/01/2015 - 01/30/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
08/23/2013 - 03/11/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 10/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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