Unclaimed
Michael O'Neill is a financial advisor with Arete Wealth Management, LLC. Michael has been in the financial services industry since 2010. Michael has experience in the financial services industry, having worked at several firms before joining Arete Wealth Management, LLC. Michael holds the Series 7, Series 63, and SIE licenses. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 21 states.
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.
1
2
NY
07/20/2022 - Present
Arete Wealth Management, LLC (Melville NY)
NY
08/28/2013 - 07/21/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
03/27/2013 - 09/23/2013
BROOKVILLE CAPITAL PARTNERS (UNIONDALE NY)
NY
04/09/2012 - 03/12/2013
MORGAN WILSHIRE SECURITIES, INC. (GARDEN CITY NY)
NY
01/05/2011 - 03/21/2012
NATIONAL SECURITIES CORPORATION (HUNTINGTON NY)
NY
12/03/2009 - 01/24/2011
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
BC
Issued 12/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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