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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Oneill is a financial advisor with Cetera Investment Advisers LLC in El Paso, Texas. Kevin has been in the financial services industry since 1997. Kevin offers a wide range of services to individuals, businesses, and institutions, including financial planning, portfolio management, and retirement planning. Kevin is also a registered investment advisor. Kevin has a long history in the financial services industry and has held positions at a number of firms, including Investors Capital Corp., AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Madison Capital Markets Corp., and Millennium Securities Corp.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
03/21/2024 - Present
Cetera Investment Advisers LLC (EL PASO TX)
TX
09/30/2008 - 10/03/2016
INVESTORS CAPITAL CORP. (EL PASO TX)
TX
07/21/1998 - 09/23/2008
AXA ADVISORS, LLC (EL PASO TX)
NY
07/22/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
03/19/1998 - 06/15/1998
MADISON CAPITAL MARKETS CORP. (NEW YORK NY)
NY
04/23/1997 - 03/18/1998
MILLENNIUM SECURITIES CORP. (NEW YORK NY)
IA
Issued 6/7/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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