Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marianne? Claim Your ProfileMarianne O'Neill is a financial advisor with over 20 years of experience in the industry. Marianne is currently registered with Wells Fargo Clearing Services, LLC and has offices in Los Angeles, California and Valencia, California. Marianne has previously been registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITIGROUP GLOBAL MARKETS INC., and MCDONALD INVESTMENTS INC. Marianne holds the Series 7 and Series 66 licenses and the SIE exam. Marianne holds FINRA registrations in both California and Texas.
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.
Investment consulting services to institutional clients
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
CA
03/28/2013 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
CA
10/11/2006 - 04/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA MONICA CA)
CA
09/07/2005 - 08/10/2006
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
OH
10/14/2003 - 09/01/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 02/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Marianne O'Neill is the right advisor for you? Invested Better is here to help.
