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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Oneil is a financial advisor with CG Advisory Services. Matthew has been in the financial services industry for over 15 years and has a variety of experience working with individuals, families, and businesses. Matthew holds the Series 7, 6, and 63 securities licenses and is a Certified Financial Planner and Chartered Financial Consultant. He has worked with a number of firms, including INVEST FINANCIAL CORPORATION, WFG INVESTMENTS, INC., and Geneos Wealth Management Inc. Matthew provides a variety of services to his clients, including financial planning, portfolio management, and investment advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
11/08/2016 - Present
CG Advisory Services (CHARLOTTE NC)
NC
09/05/2017 - 04/26/2023
GENEOS WEALTH MANAGEMENT, INC. (CHARLOTTE NC)
NC
03/20/2015 - 09/06/2017
WFG INVESTMENTS, INC. (CHARLOTTE NC)
MI
01/21/2009 - 03/23/2015
INVEST FINANCIAL CORPORATION (HASLETT MI)
MI
07/12/2007 - 01/20/2009
ROYAL ALLIANCE ASSOCIATES, INC. (HASLETT MI)
IA
Issued 03/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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