Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lawrence O'Neil is a financial professional with over 28 years of experience in the industry. Matthew is currently registered with Symetra Securities, Inc. and holds licenses in several states, including Florida, Georgia, New Mexico, New York, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Matthew has a strong background in investment company products and variable contracts, as evidenced by his Series 6 and Series 99TO licenses.
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.
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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2
WA
09/30/2013 - Present
Symetra Securities, Inc. (BELLEVUE WA)
WA
03/02/2011 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
VA
03/16/2004 - 01/24/2011
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
08/24/2000 - 02/09/2004
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
07/06/1999 - 08/21/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
04/10/1995 - 07/16/1999
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
GA
10/21/1994 - 03/20/1995
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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