Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Robert Oneill is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Kevin Robert Oneill is also registered as an investment advisor representative in New Jersey and New York. Kevin Robert Oneill has been in the securities industry since 2008. Kevin Robert Oneill has previously worked with Oppenheimer & Co. Inc., Cohen Capital Group, LLC, Gordon, Haskett Capital Corporation, AGS Specialists II, LLC and AGS Specialists LLC. Kevin Robert Oneill is a Series 66, SIE and Series 7 licensed representative.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
04/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREAT NECK NY)
NY
04/23/2015 - 05/17/2017
OPPENHEIMER & CO. INC. (JERICHO NY)
NY
10/09/2008 - 10/22/2010
COHEN CAPITAL GROUP, LLC (NEW YORK NY)
NY
10/24/2003 - 10/06/2008
GORDON, HASKETT CAPITAL CORPORATION (NEW YORK NY)
NY
01/25/2007 - 09/24/2008
AGS SPECIALISTS II, LLC (NEW YORK NY)
NY
09/26/2003 - 02/07/2007
AGS SPECIALISTS LLC (NEW YORK NY)
BOTH
Issued 06/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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