Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikael? Claim Your ProfileMikael O'Neil is a financial advisor with over 20 years of experience in the financial services industry. Mikael holds Series 7, 55, 57TO, and 63 licenses. Mikael is currently registered with Jonestrading. Mikael has previously worked with CHARLES SCHWAB & CO., INC.. Mikael is registered in California.
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
CA
07/02/2003 - Present
Jonestrading (Santa Barbara CA)
TX
07/10/2001 - 06/10/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 07/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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