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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Oneill is a registered representative with LPL Enterprise, LLC. Michael is a licensed investment advisor representative in Florida, North Carolina, and other states. Michael is a member of FINRA and the Securities Investor Protection Corporation (SIPC). Michael has been in the financial services industry since 2016. Michael has experience in providing investment advisory services to individuals, corporations, and businesses. Prior to joining LPL Enterprise, LLC, Michael worked at Thrivent Investment Management Inc., Mutual of Omaha Investor Services, Inc., and Pruco Securities LLC. Michael holds a Series 7, 63, 65 and 66 license. Michael specializes in financial planning and investment management. Michael provides consulting and other non-discretionary advisory services. Michael's specializations include: Financial Planning, Investment Management, Estate Planning, and Retirement Planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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2
FL
11/18/2024 - Present
LPL Enterprise, LLC (MIAMI FL)
TN
05/31/2019 - 06/30/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (FRANKLIN TN)
FL
01/22/2016 - 02/07/2018
THRIVENT INVESTMENT MANAGEMENT INC. (NORTH PALM BEACH FL)
BOTH
Issued 09/10/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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