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Kevin M O'Neil

Commerce Brokerage Services, Inc.

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About Kevin M O'Neil

Kevin O'Neil is a financial advisor with over 20 years of experience in the industry. He has a strong track record of helping clients achieve their financial goals. He is currently registered with Commerce Brokerage Services, Inc. and has previously been registered with Charles Schwab & Co., Inc., Cambridge Investment Research, Inc. and Dean Witter Reynolds Inc. Kevin is a Series 7, 6, 63, 65, 52TO, 31, and SIE licensed professional.

Firm Information

Kevin O'Neil is currently registered with Commerce Brokerage Services, Inc.. Commerce Brokerage Services, Inc. is a corporation formed in October 1985. The firm is registered to conduct business in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin O'Neil’s Registration & Firm History

MO

09/26/2019 - Present

Commerce Brokerage Services, Inc. (KANSAS CITY MO)

MO

10/04/2004 - 05/09/2018

COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)

TX

08/09/2002 - 07/28/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

IA

09/29/2000 - 12/05/2001

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

NY

03/04/1999 - 01/19/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 11/06/2002

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 05/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 03/03/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/24/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin M O'Neil.
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